Elliot
Herman
CFP®
Here to act in your best interests
About me
I am a dedicated leader, adept at building trust and confidence, as well as inspiring action. Outside of work, I am an altruistic volunteer, seeking to make a difference in the lives of others. I especially enjoy being a loving father and husband.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Economics - Brandeis University
Master of Business Administration, Accounting - Northeastern University
Master of Science, Accounting - Northeastern University
Certified Public Accountant - The Massachusetts Board of Public Accountancy
Visit one of our Locations
Boston IV - Quincy
1 Pine Hill Drive
Suite 502
Quincy, MA 02169
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
