Gary Guglielmello, CFP®, MBA

Gary Guglielmello, CFP®, MBA

Managing Partner, Financial Advisor

Phone: 508-453-9808
Fax: 508-453-9801
E-mail:
 

 

 

Career


Since 1988, Gary has been providing holistic financial planning, wealth management and retirement planning services to his clients.  In 2015, he co-founded Archstone Financial with a vision to create an organization built around a team concept and dedicated to serving clients first. He graduated from Nichols College in 1979, with a Bachelor of Science in Accounting and went on to earn his Master’s Degree there in 1987. Gary is a Certified Financial Planner® and has over 28 years of experience in personal financial planning. Prior to branching off with Archstone Financial, he was a financial advisor at Ameriprise Financial for 27 years. 

As a CERTIFIED FINANCIAL PLANNER® professional, Gary understands that each client has individual needs and circumstances. Because of this, he works with each client to build a unique solution tailored to their unique needs, circumstances, goals and values. By developing a sound financial plan and helping clients maintain their financial focus, he is able to help them achieve their financial goals. By working with Voya Financial Advisors, an independent Broker Dealer, Gary operates his practice with the freedom of being able to provide unbiased financial advice.

Gary is passionate about partnering with clients in creating a clear path towards the realization of their goals in line with their values.  He enjoys creating a clear picture of a client’s financial position and working with them within their financial plan towards accomplishing their goals. 

Outside the Office


Gary enjoys spending time with his wife Karen and their three children. He is involved with his church and the community and is a sports enthusiast. Now that his children are older, Gary is looking forward to being able to travel more with his wife to check things off his bucket list and experience places they have never been.

Areas of Focus


  • Investments
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Retirement Income Strategies
  • Estate & Legacy Planning Strategies

 

 


Qualifications


Series 7, 24, 63, Life, Accident and Health

Education


  • Gary graduated from Nichols College in 1979, with a Bachelor of Science in Accounting and went on to earn his Master’s Degree there in 1987.

Professional Associations


  • Former member of Financial Planning Association (FPA) of Massachusetts

Team Members