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Brian Boswell

Senior Adviser

Newbridge Wealth Management

United States, Massachusetts, Malden

About Me

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

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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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