Gregory McLaughlin, MS, CFP®, BFA™, AIF®
Since 1999, clients have chosen to work with Greg McLaughlin because he is a caring and dedicated professional who focuses on building significant relationships based on trust. Greg and his team have crafted a unique four step planning process to assist clients as they prepare for the psychological shift that occurs during retirement. The goal is for clients to look at their financial picture through a 360 degree lens while balancing two very important concepts; emotions and finance. Greg strives to create more confidence, additional certainty and more peace of mind; from having developed a personalized plan focused entirely on their long-term security and what is most important to them.
Greg received his Bachelor's degree in Finance from Bentley University in Waltham, MA and his Master of Science degree in Personal Financial Planning from the College for Financial Planning. Shortly after joining the firm, Greg acquired the Certified Financial Planner™ certification and has since obtained the Accredited Investment Fiduciary® designation (AIF®) and the Behavioral Financial Advisor™ designation (BFA™). Greg has also qualified as a member of the Million Dollar Round Table, one of the premier associations for financial professionals.
Greg was raised in Randolph and currently resides in Marblehead, MA with his wife, Christin, and their children, Stella and Shay. In his spare time he enjoys reading, golfing and playing basketball. Greg conducts workshops and seminars on a variety of topics for corporations and professional organizations.
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.