FINANCIAL FITNESS: CREATING A BALANCE IN YOUR LIFE
Dave Caruso, CFP® | Founding Chairman / Managing Director
will be visiting Chelmsford on Thursday, January 9, 2014,
to kick off Chelmsford's first Financial Fitness Fair
Dave will be speaking TWICE on Thursday:
- At 12:30 p.m.
at the Chelmsford Senior Center
75 Groton Road
- At 7:00 p.m.
at the Chelmsford Public Library
25 Boston Road
Dave will talk about creating a balance between you and your money. Learn how you can connect your money and your life to accomplish those things that are most important to you and your loved ones. Bring your general questions and prepare yourself for Saturday's Financial FItness Fair.
Click here for details on Chelmsford's Financial Fitness Fair!
Dave Caruso attributes his achievements in Financial Planning and Wealth Management to three core themes: experience, effective communication and attention to the details necessary to manage money in a quickly changing world. Dave is in his fourth decade in the advisory business, having graduated with his BA in finance at UMASS Amherst in 1980, and subsequently attained his CFP® (Certified Financial Planner) designation.
Through the years, Dave has steered hundreds of clients with hundreds of millions of dollars through three major crashes, five bear markets, four recessions, and countless financial events. He's also led clients through the many fads and trends over the last 30 years. Dave aspires to help people connect their money with their lives. Under his guidance, clients are kept on track to accomplish the things that are important in their lives, such as educating their children and grandchildren, retiring and leaving a legacy to their loved ones. Dave's skill has earned him the recognition of being named as a 5-Star Wealth Manager in the Boston area in 2010 and 2011, which put him in the top 4% of the 14,600 Wealth Managers in and around Boston.*
Dave's talent for both communication and education is highlighted in numerous ways. He is co-author of two books on personal finance and money management. Using straightforward and often humorous examples, these books explain the process of financial planning, as well as the world of investing and its effects on the investor. Dave has been tapped as a resource and quoted in articles in the Boston Globe, Boston Herald, Boston Business Journal, Banker & Tradesman, Business Week and Worth, among others.
Dave also hosts and appears on many regional and national television and radio stations, including CNBC, CNN, Bloomberg, MSNBC, Business Week TV, Fox News and New England Cable News. He can be heard daily on WBZ Radio 1030AM where he has been the Financial Editor for a decade reporting pre-market opening comments as well as the weekly recap and timely news.
In addition, Dave has served on the Board of the Boston chapter of the Financial Planning Association. He currently serves on the Board of Research ILD, an institute for children with learning disabilities and is a member of the Boston Chapter of UMASS Amherst’s Leadership Committee. He has taught various courses at local colleges and continues to educate adults and children through his numerous seminars on the topic of money. Dave lives on Boston's North Shore with his wife of 27 years, Diane, and their two children, Alex and Laura. He enjoys basketball, tennis, golf, and all of his wonderful clients.
Connect with Dave on LinkedIn
*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.