Bob
Andreola
CFP®, CBDA℠
Here to act in your best interests
About me
Since 1992, I’ve been helping my clients achieve an ever-increasing degree of financial independence. As a financial planner, I get to experience a great degree of personal and professional satisfaction assisting people in their pursuit of their financial goals. My free time is filled being with family and friends, hiking, skiing, exercising, and riding my motorcycle.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified in Blockchain and Digital Assets℠
Education
Bachelor of Science, Criminal Justice - Northeastern University
Juris Doctor - University of Massachusetts School of Law
Visit one of our Locations
Boston II - Foxboro
16 Chestnut Street
Suite 220
Foxboro, MA 02035
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.
