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Elliot Herman

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picture of a planner

Here to act in your best interests

About me

I am a dedicated leader, adept at building trust and confidence, as well as inspiring action. Outside of work, I am an altruistic volunteer, seeking to make a difference in the lives of others. I especially enjoy being a loving father and husband.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Education

Bachelor of Arts, Economics - Brandeis University

Master of Business Administration, Accounting - Northeastern University

Master of Science, Accounting - Northeastern University

Certified Public Accountant - The Massachusetts Board of Public Accountancy

Visit one of our Locations

Boston IV - Quincy

1 Pine Hill Drive

Suite 502

Quincy, MA 02169

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