Dan Peters has been in the financial services industry since 2005, serving the needs of families, professionals and business owners. Throughout his over 13 year career, Dan has worked with business owners and individuals on a variety of financial issues. He is adept at helping clients with employee benefits, business protection, family security, tax-efficient investment
Read More...
Nicole Sullivan, CFP®, RMA® is co-founder and director of financial planning of Prism Planning Partners. Prior to founding Prism Planning Partners, Nicole worked as a financial planner, specializing in providing financial planning and investment advice to a high net worth clientele. As a co-founder of Prism Planning Partners, Nicole works closely with clients on their
Read More...
Ron Bernstein, CFP®, CPA/PFS™, CIMA®, CWS®, RMA® is co-founder and managing member of Prism Planning Partners. Alongside co-founder Nicole Sullivan, they set out to establish a different kind of financial planning experience—one that embraced the multifaceted emotional, human elements of life planning in addition to sophisticated, analytical financial planning. Ron became a financial advisor in
Read More...