Advent Financial Planners

Specialties

Financial Planning, Wealth Management, College Funding, Income Strategies, Retirement Plans, Estate Strategies & Employee Benefits.

Meet the Business Owner

Ryan M.

Business Owner

Certifications

Certified Financial Planner– CFP Board: 11/​2011-​Present

Chartered Financial Consultant– The American College: 11/​2009-​Present

Series 6, 63, 65, 26– Financial Industry Regulation Authority (FINRA): 5/​2007-​Present

Civic Involvment

L.U.K. Inc., Board of Directors: 08/​2007-​Present

President of the Board: 06/​2010-​Present Fitchburg, MA

Ashburnham Business Council, 12/​2005-​Present Ashburnham, MA

Ashburnham Historical Society, Treasurer: 09÷2006−09÷2010 Ashburnham, MA Montachuett Opportunity Center (M.O.C), 09/​2007-​Present Fitchburg, MA

Speaker Fitchburg Greenway Committee, 07/​2010-​Present Fitchburg, MA

Business Affiliations

North Central Mass Chamber of Commerce, 05−2005− Present Fitchburg, MA

Financial Advisor/​Insurance Fitchburg Business Networking Group, 06−2007-Present Fitchburg, MA

Financial Advisor/​Group Benefits The Greater Gardner Chamber of Commerce, Gardner, MA Ambassador Committee: 06/​2007-​Present

Board of Directors: 06/​2010-​Present