Brian Bossman

Brian Bossman

Financial Planning Consultant

Domicile State: MA

Brian began his career in 2012 with Baystate Financial as a paraplanner on the Financial Planning team.  Now as a Financial Planning consultant, Brian is responsible for overseeing the financial plan development process ensuring that recommended strategies meet a fiduciary standard of care for the financial well-being of clients.

 

His role includes:

  • Providing comprehensive financial planning services for clients of the firm
  • Analyzing client situations and developing recommendations for proposed planning solutions
  • Assist planners with managing and improving their fee-based financial planning practice
  • Auditing and approving financial plans for planners to deliver to clients

 

Brian graduated Cum Laude from Bentley University in 2012 with a bachelor’s degree in Corporate Finance & Accounting and a minor concentration in Computer Information Systems.  He currently holds his Series 7 license as well as the Certified Financial Planner designation.