Rosemarie A. Boyd, CFP ® is the founder of Boyd Financial Strategies and serves as the firm’s principal Financial Planner. She is responsible for all financial planning services and overall management of the firm. Rosemarie holds a bachelor’s degree in Political Science from Northeastern University (1970), and obtained her financial planning certification in 1985.
John R. Boyd, CFP ® joined Rosemarie in 1985, and serves as the firm’s principal Investment Adviser. He is responsible for all investment counseling services, portfolio strategy and regulatory compliance. John holds a master’s degree in Biomedical Engineering from Worcester Polytechnic Institute (1973), and obtained his financial planning certification in 1986.
Peter A. Boyd, is a Financial Planning Associate and is in a management training program with the firm. He is responsible for all Long Term Care Insurance reviews, production of the radio show, and assists both John and Rosemarie in their planning and investment management responsibilities. Peter holds a Massachusetts license in Life and Health Insurance, and is currently enrolled in studies which will lead to certification in financial planning.
255 Park Avenue, Suite 103, Worcester, Massachusetts 01609 508-754-3226 SEC Registered Invesment Adviser 801-51357 - Certified Financial Planning Practioners Solictation of new clients limited to the Commonwealth of Massachusetts Copyright 2008,2009, 2010, 2011 All Rights Reserved