Print Friendly, PDF & Email

AAFCPAs Wealth Management Adds Depth to Wealth Advisory Expertise by Welcoming Carmen Grinkis

AAFCPAs Wealth Management, an affiliate company of AAFCPAs, is pleased to announce the addition of Carmen Grinkis, PhD, CLTC, CFP® as a Wealth Advisor and Director of Wealth Management.  With over 25 years of diverse experience, Carmen is a seasoned professional providing comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations.Carmen Grinkis

She is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds a Certification in Long-Term Care (CLTC).  In addition, Carmen has a PhD in Clinical Psychology and fifteen years’ experience as a practicing psychologist.  This perspective will benefit our clients because so much of financial planning is life planning.  Click here to read Carmen Grinkis’ full profile.>>

“I am excited to join a firm with such a unique offering…and a genuine commitment to excellence,” said Carmen.  “I am proud to be a member of this fine organization and multi-disciplinary team, who helps ensure that no stone is left unturned, and all solutions are objectively based on what is best for our clients.”

About AAFCPAs Wealth Management

AAFCPAs Wealth Management is a boutique “fee-based” Registered Investment Advisor (RIA) firm serving individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs (Westborough, Boston, Wellesley), AAFCPAs Wealth Management is able to leverage shared knowledge, providing insight into long-range planning, with full consideration for tax implications. AAFCPAs Wealth Management’s solutions are designed for those who appreciate honesty, tax expertise, and personal attention.

Leave a Reply

Your email address will not be published.