Jill Fopiano is CEO, chief investment officer and majority owner of O’Brien Wealth Partners. She is a Chartered Financial Analyst, a Certified Financial Planner and an Accredited Domestic Partnership Advisor.
A wealth management CEO on how to become more financially confident
That could be helpful for both of you, but there are drawbacks
This special report will include storytelling, news and information about how to plan for the end of your life in a way that meets your own goals and preferences.