The Bulfinch Group is pleased to announce that Parker Freedman, of Bourne, MA and a Lead Financial Planner of Profectus Financial Partners, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP^® certification marks in accordance with CFP Board certification and renewal requirements. Parker specializes in developing comprehensive financial plans that are tailored to each client’s unique life goals. Parker is a resident of Bourne, Massachusetts and earned a BA in Economics and minored in Management from Clark University.

The CFP^® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP^® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP^® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP^® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States.  For more about CFP Board, visit CFP.net.

The Bulfinch Group is committed to providing the highest level of service and experience, as well as continuing to make a positive and lasting impact in the communities we serve. With a client-centric focus, The Bulfinch Group works to help protect wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets – all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax strategies, provide protection and build and grow wealth to reach each client’s unique goals.

Born and raised on Cape Cod, MA, Parker earned a BA in Economics and minored in Management at Clark University. He was a student athlete during his first two years of college, playing basketball and later became the President of the Investment Club during his junior and senior year.        

Profectus Financial Partners  

Headquartered in Whitinsville, MA, Profectus Financial Partners (Profectus is Latin for success or growth) is a leading strategic advisory planning firm that acts as your retirement outfitters – locating and providing the financial equipment necessary for your journey. As your retirement planning outfitters, we help allow our clients to experience retirement as the great adventure that it should be rather than as the perilous and frightening grind that it may be for too many. PFP helps ensure you have the appropriate retirement planning equipment as well as the proper advice along the way. We seek to leave you with freedom, fulfillment, and love rather than an anxious existence. To learn more, please visit ProfectusFP.com.

About Guardian 

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2023 included $11 billion in capital and largest dividend of $1.398 billion in the company’s history. For more information, visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter, and YouTube.