Richard Gilman, CFP®

Richard Gilman, CFP®

Investment Consultant

Richard joined BostonPremier Wealth, LLC in 2012. In addition to meeting with clients, he helps prepare financial plans and recommendations; reviews and manages investments: designs insurance plans for clients of the firm.

He has been a financial advisor since 1994 and his experience includes -- helping build a national fee based financial planning program at Metlife Securities; working as an Advanced Markets specialist helping clients design and implement estate and business planning strategie; mentoring new advisors; developing and running training and professional development programs; speaking at regional and national conferences.

As a Certfified Financial Planner® he completed courses at the College for Financial Planning and the American College in investment, taxation, estate and business planning.  He earned an undergraduate degree in Atnthropology and Archeology as well as a Master's degree in education and Technology. He holds FINRA securities registrations 7, 24, 63 with LPL Financial and the series 65 which is dually held with LPL Financial and BostonPremier Wealth.  Richard maintains insurance licenses in several states.   

He has taught undergraduate and graduate courses in investments and small business management, is an Adjunct Faculty member at Northeastern University and helped develop curriculum for the CFP program at Boston University. He also owned, managed and sold three businesses and consulted on the startup and sale of several other ventures.

In his free time he enjoys cooking, traveling, gardening, hiking and winter sports.

Phone 617-934-1103
Fax 617-481-0191