Tim Driscoll CFP, CLU, CHFC

Tim Driscoll CFP, CLU, CHFC

Financial Advisor

With 30+ years of financial services experience, Tim has built a personal financial planning practice, trained hundreds of financial advisors, managed a retail financial distribution channel and built a wholesale insurance brokerage business.  His personal designations include CERTIFIED FINANCIAL PLANNERTM, certification, Charter Life Underwriter, and Charter Financial Consultant. He holds a General Securities Registration (Series 7), Investment Advisor Registration (Series 65) and a Securities Principal Registration (Series 24). Tim also has relationships with a number of tax attorneys, estate attorneys, and CPAs who can provide insight to the financial decision-making process.

Tim received his Bachelor's Degree from the University of Massachusetts and a Master's Degree from Michigan State University. He currently sits on the Board of Directors of the Boston University Metro College for CFP's; Board of Directors of UMass Boston, Pension Assist Program; and is a former Board Member of the Old Colony YMCA.

Phone 781-356-3233