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.
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.”
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.