Overview
Francesco joined the CLA family in 2021 and has over 22 years of experience in the financial services industry. Francesco’s experience enables him to provide comprehensive financial planning services, encompassing everything from investment management and retirement planning to estate planning and tax strategies. His dedication to continuous learning and professional development ensures that he stays at the forefront of industry trends and regulatory changes.
As a member of the wealth advisory team, Francesco seeks to know and help our clients by taking a holistic approach to wealth management, planning and seamless delivery of our services.
Francesco is committed to building long-term relationships based on trust and transparency. He takes pride in empowering his clients with the knowledge and tools they need to make informed financial decisions. Whether you are planning for retirement, seeking to grow or preserve your wealth, or looking to secure your family's financial future, Francesco offers personalized service to help you achieve your financial objectives.
Education
Francesco earned a Bachelor of Arts from Boston University. Francesco Conidi is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst® and a Retirement Income Certified Professional® and holds the FINRA Series 7 and 66 licenses.