Joseph F. Boughan, CFP^®

Parkmount Financial Partners

50 Country Way, 203A
Scituate, MA 02066

16173140399 CONNECT WITH Joseph

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$250,000

My Links

Firm Website

General

Joseph Boughan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Parkmount Financial Partners in Scituate, MA and the surrounding communities.

Financial Advisor Experience

Financial Planning is more than a job for me - It is a calling that I enjoy. I love the challenge of helping people achieve their goals and providing a distinguished service and experience. I spent several years in a corporate environment as a financial planner and was promoted earned several awards at a large national bank. I then decided to leave and start Parkmount Financial Partners because I believe as an independent advisor, I can better align with clients' needs since I am free of the sales pressure and product emphasis often pushed in a corporate setting. I am passionate about helping people thrive and live a great life by supporting their financial planning and management. People often choose to work with me after a consultation with me where we can establish a relationship where trust and honesty is the foundation, and I can demonstrate the competence and expertise relevant to their situation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care