Brian Boswell, CFP® is a subject matter expert on 529 savings plans and created his own company, 529 Expert, LLC, in 2017. At 529 Expert, LLC, he provides guidance to industry stakeholders concerning college savings product construction, distribution, and administration. For the last two years, Brian has been working as a financial planner for Commonwealth Financial Group out of Boston. He has over two decades of experience in financial services and has specialized in 529’s in a variety of capacities since 2001. Brian is an active contributor at Forbes as an expert in college savings strategies. He worked at Savingforcollege.com as a college savings expert to consumers, served as Director


Brian Boswell
Senior Adviser
Newbridge Wealth Management
United States, Massachusetts, Malden
About Me
Profile Information
Senior Adviser
Newbridge Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Malden
Massachusetts
United States
Jan 9, 2025
Work Experience
Newbridge Wealth Management
Senior Adviser Feb 2022 - Present
Email: brian@newbridgewealth.com
529 Expert, LLC
President Apr 2017
Forbes
Contributor Aug 2016
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