Broker Check
Gary Guglielmello, CFP®, MBA

Gary Guglielmello, CFP®, MBA

Managing Partner, Financial Advisor

Gary Guglielmello took an unusual path after graduating from Nichols College. Armed with an accounting degree, he spent three years in corporate accounting, then transitioned into the small business world for five years. That experience taught him that while service is important for business success, customer relationships build long-term value.

Recognizing that his true strengths were in finance, he became a financial advisor. Some 30 years later, he says it’s still fun to get involved in people’s lives and see them accomplish their goals. Three simple queries help him advise his clients:

  • What do you want?
  • Let’s take a look at where you are
  • How can we help you get there?

There’s always an opportunity to do a little better financially, and Gary enjoys working closely with his clients to help them reach their goals and realize their dreams. His coaster collection offers a quick hint that he loves to travel with his wife and (schedules permitting) their three grown children. Gary continues to work his way through a bucket list of destinations. He’s very involved with his church and loves to be active. Gary still enjoys playing basketball, tries to improve his golf game and attends many local and Boston sporting events.  

 

Areas of Focus

Comprehensive Financial Planning

Investment Management

Retirement Planning Strategies

Retirement Income Strategies

Saving for Education

Tax Planning

Estate & Legacy Planning Strategies

 

Qualifications

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

Certified Financial Planner® designation

 

Education

Nichols College, BS Accounting, 1979

Nichols College, MBA, 1983