As a Retirement Plan Advisor, Bert is dedicated to improving the retirement readiness of business employees. Acting as an extension of a plan sponsor’s retirement committee, Bert provides fiduciary-level investment monitoring, expedited investment policy statement (IPS) preparation assistance, education services for plan committees, and support in managing vendor relationships.

Bert delivers comprehensive due diligence on well-known investment managers, as well as in-depth research on leading plan providers. Plan sponsors and employers can expect to receive precise information regarding plan investments and benefits.

In 2019 Bert was named a Financial Times 401 Top Retirement Adviser*. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

Bert has 18 years’ experience helping plan sponsors in their efforts to optimize their plan design and investment options. He is a graduate of Boston College where he received his BA degree. He is active in his community, supporting the Woburn Boys and Girls Club and St. Agnes Church.

Bert’s FINRA registrations held with LPL Financial:

SERIES 7, 63, 65, LIFE & HEALTH

*The Financial Times 401 Top Retirement Advisors is warded to fi nancial advisors advising at least $50 million in defi ned contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifi cations, and compliance record.