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AAFCPAs Promotes Four to Partner to Support Firm Growth

Westborough, MA 1/8/2019 – AAFCPAs is excited to announce the promotion of four additional Partners to our growing team: Andrew Hammond, CFP®, Carmen Grinkis, PhD, CLTC, CFP®, Matthew McGinnis, CPA, and Davide Villani, CPA, CGMA are fully engrossed in the industries we serve, and work closely together to best serve our diverse client base with the distinction of excellence. Carmen Grinkis and Andy Hammond are both sharp, energetic leaders of AAFCPAs Wealth Management, serving individuals & families, retirement... continue reading

AAFCPAs Wealth Management Announces Transition of Leadership

AAFCPAs Wealth Management Announces Transition of Leadership

AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the firm in 2016 and 2017 respectively. “I have the utmost respect for my colleagues Carmen... continue reading

AAFCPAs Wealth Management Presents Session on the Evolution of Risk Management within Financial Planning

AAFCPAs Wealth Management’s Carmen Grinkis, PhD, CLTC, CFP® will present an insightful session on the evolution of risk management within financial planning for the benefit of peer wealth advisors at the Pinnacle 2018 Winter Summit, March 6-8, 2018 in St. Augustine, FL. In this session, Carmen will reflect on the meaningful evolution of her career from practicing psychologist, to entrepreneur, insurance broker, and now wealth advisor and CERTIFIED FINANCIAL PLANNER™... continue reading

AAFCPAs Wealth Management Shares Proactive Strategies for Investors in a Strong Market

AAFCPAs Wealth Management is constantly reviewing market conditions to be thoughtful, disciplined, and opportunistic to changes that occur over time.  Market volatility is not something you can control, but how you position yourself now will have a lasting impact. The US financial market is strong. Rejoice! The bull market continues for the past eight years since the great recession.  Good markets allow us to grow and squirrel away money before... continue reading

AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive

AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive

AAFCPAs is excited to announce the release of our 8-part educational podcast series offering actionable takeaways for organizations to improve efficiency, effectiveness and performance controls. This collection of podcasts is the 2nd series of recordings from AAFCPAs’ Annual Nonprofit Educational Seminar. These podcasts, and accompanying introductory videos, feature full audio of thought-provoking sessions recorded on May 3rd, 2017 in front of a live audience of 300+ nonprofit executives and board members.  Several... continue reading

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management Invests in Team and Processes in 2016

AAFCPAs Wealth Management is pleased to share the investments we have made in our team and processes in 2016, designed to enhance your client experience: Carmen Grinkis, PhD, CLTC, CFP® has joined our team as a Senior Wealth Advisor and Director of Wealth Management.  Carmen 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... continue reading

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. She is a licensed investment adviser, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and holds a Certification in Long-Term Care... continue reading