Join James Brophy, CFP®, CRPC®, CLU® & Luke Trotochaud, CFP®, CRPC®, Wealth Managers at Brophy Wealth Management, LLC. for an insightful webinar that will help you better understand the education savings and gifting options available. You’ll learn about 529 college savings plans, a tax-advantaged way to save for college.
This is an open Webinar. Please feel free to share this invitation with others interested in learning more about College Planning
James Brophy, CFP®, CRPC®, CLU®
Additional Designations and Licenses: Series 7, Series 66, and Life, Accident and Health License
Education: B.S. in Economics with a Concentration in Marketing from Bentley University
It was natural for me to have an interest in business, given that my father is a wealth manager and entrepreneur. The decision to follow suit did not come easily though. Still, I could not shake a curiosity for all things financial which led me to the business focused Bentley University, where I studied economics and marketing. I found that those two subjects are about solving financial puzzles and understanding people. I had the opportunity to intern at a wealth management firm near Bentley University during my junior year. That experience showed me that a wealth manager solves complex financial puzzles every day, and the puzzles they solve help people to change their lives. This realization is what led me to join the team at Brophy Wealth Management, LLC.
Luke Trotochaud, CFP®, CRPC®
Additional Designations and Licenses: Series 7, Series 63, 66, and Life, Accident and Health License
Education: B.A. in Criminal Justice from Plymouth State University
The opportunity to start my financial career was at a large investment firm, where I was able to earn my licenses and was quickly promoted to a financial planning position. I provided guidance to clients on both their 401k plans, along with their brokerage assets for a total financial picture. By having knowledge of certain plan rules / and strategies I was able to provide holistic planning to clients that helped guide them to the best solutions based on their unique situations.
I'm pleased to be a part of Brophy Wealth Management, LLC, where we share many of the same core values; most importantly, putting the client first. I have always been passionate with helping others and being part of team that strives towards a goal. Working at Brophy Wealth Management, LLC I look forward to advancing my knowledge and sharing my expertise with our clients and team to improve the financial futures of our clients.
Date and Time
Wed, May 31, 2023
12:00p - 1:00p EST