Flip is a Certified Financial Planner™ practitioner with over 20 years of experience working closely with High-Net-Worth clients to help them make smart financial decisions in pursuit of their goals, dreams and core personal values. Flip works collaboratively with clients and their team of other advisors to address the key components of a financial plan: Cashflow and Debt management, Retirement Planning, Income Tax Planning, Insurance Planning (risk management), Estate Planning and Investment Planning.
- B.A., Princeton University, 1984
- Certified Financial Planner™ (CFP®) since 2002
- Joined Cambridge Trust in 2020
- Prior work experience at New England Financial Planning Group, Vision Financial Planning, Wellesley Investment Partners
- Member and Former Board Member Financial Planning Association of MA