Brian Bossman, CFP

Brian began his career in 2012 with Baystate Financial as a paraplanner on the Financial Planning team. Now as a Financial Planning consultant, Brian is responsible for overseeing the financial plan development process ensuring that recommended strategies meet a fiduciary standard of care for the financial well-being of clients.His role includes:• Providing comprehensive financial planning services for clients of the firm• Analyzing client situations and developing recommendations for proposed planning solutions• Assist planners with managing and improving their fee-based financial planning practice • Auditing and approving financial plans for planners to deliver to clientsBrian graduated Cum Laude from Bentley University in 2012 with a bachelor’s degree in Corporate Finance & Accounting and a minor concentration in Computer Information Systems. He currently holds his Series 7 license as well as the Certified Financial Planner designation.