Managing Partner at WealthCare Investment Partners, with Professional Plan Consultant (PPC), Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisory (CPFA) designations. Focus is on comprehensive, detailed financial planning and retirement services for individuals, small businesses and non-profit organizations. Additionally specializing in the 401k plan area, assisting companies to design, implement, modify and review their current retirement plan needs. Awarded the Five Star Wealth Manager since 2013, as seen in Rhode Island Monthly*. Previous experience in Senior Management level positions within the accounting and finance area at various public high-technology compa