Joseph Boughan
Retirement Planner | CFP® Professional | Investment Expertise | Founder & Financial Advisor
- Role
- Financial Planner & Managing Member at Parkmount Financial Partners
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Joseph Boughan
My passion as the founder of Parkmount Financial Partners stems from my desire to positively impact client lives by building financial plans that address the challenges families and individuals are facing. Nothing gives me greater joy than seeing our clients succeed in their financial lives as we hit the milestones and goals they set out to achieve as their trusted advisor. Communication, trust, and understanding are the key driving principles clients enjoy as we deliver personalized financial plans to address their needs. This allows clients, who we also call friends, to have comfort, clarity and focus on what really matters to them and lead the life they have always dreamed of. Along the way, we will continually adjust the planning process to an ever-evolving market dynamic and life’s circumstances. Simplifying the complex and providing education around multiple investment disciplines is a benefit you will receive by working with Parkmount. We have a unique understanding of the psychology of decision making, and the power of applying that to personal finance, to ensure that it fits your values and creates a more fulfilling life plan! If you feel we would be a suitable option in reaching your goals and objectives, we welcome the opportunity to speak further and see if working together makes sense.*Financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Experience
Financial Planner & Managing Member
Jan 2023 — Present
We are dedicated to making your life and your money work in a unique and personal way to align with your personal vision and goals through detailed, thorough, and continuous financial planning and investment discipline.Parkmount Financial Partners is a fiduciary financial planning, and independently owned Registered Investment Advisory firm.
Education
College for Financial Planning
Graduate Certificate, Financial Planning
College of Charleston
Bachelor's Degree, Economics
2010 — 2014
Skills
- Customer Service
- Critical Thinking
- Public Speaking
- Social Networking
- Time Management
- Strategy
- Online Advertising
- Leadership
- Business Development
- Digital Marketing
- Networking
- Social Media
- Humor
- Sales
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