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Enrico Piatelli, CERTIFIED FINANCIAL PLANNER™

Business Address:
200 Clarendon St
19th Floor
Boston, MA 02116
Suffolk County

Business Contact:
Enrico Piatelli
CFP®
Contact Enrico Piatelli, CERTIFIED FINANCIAL PLANNER™

Veteran Owned Business | Army National Guard, Separated | Member since May 2nd, 2019


As a CERTIFIED FINANCIAL PLANNER™ I specialize in creating personal financial strategies for business owners- strategies that center around the successful transfer of their most valuable asset. I work closely with CPA's, Merger and Acquisition Attorneys, and Estate Planning attorneys to develop strategies that maximize both a company's sell-ability and its owners potential financial reward, including tax planning, insurance planning, estate planning, and a plan for establishing a steady, growing cash flow.

Please mention you proudly found Enrico Piatelli, CERTIFIED FINANCIAL PLANNER™ on Veteran Owned Business (VOB)!

Comments on the Military and Business Ownership

My military service has opened my eye to the lack of Financial literacy in this country. As a platoon leader, i witnessed my my men make countless financial mistakes that took them years to dig out from. I believe financial literacy is lacking every where in this country, in the military, in education, and within families. I hope to be a resource for people when they make a decision that involves their financial future.

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