Who We Are

David S. Bross, CFP - Founder

Mr. Bross has been a trusted financial advisor to individuals and families since 1989.

He is a graduate of the College for Financial Planning, Denver, Colorado where he completed the CERTIFIED FINANCIAL PLANNER® Professional Education Program and prepared for the national CFP® Certification Examination. Mr. Bross is certified by The Certified Financial Planners Board of Standards to use the professional certifications CFP® and CERTIFIED FINANCIAL PLANNER®. He has been admitted to and listed in the Financial Planning Association's Registry of CFP® Licensed Practitioners.

Mr. Bross has also been accepted as a member of the National Association of Personal Financial Advisors – NAPFA, and is listed as a NAPFA-Registered Financial Advisor. 

Having spent the early part of his career as an NASD registered representative/principal and licensed insurance broker, he has an inside knowledge (the good, the bad, and the ugly) of the investment and insurance industries and their products.

Mr. Bross is an active member of numerous industry organizations including: the National Association of Personal Financial Advisors; National Association of Tax Professionals; Worcester County Business & Estate Planning Council; and Alliance of Cambridge Advisors - an association of fee-only advisors serving Middle America through comprehensive financial planning.

Mr. Bross is a requested speaker to various non-profit groups and organizations and has been quoted in publications such as Smart Money Magazine, Christian Science Monitor, Boston Globe, The Boston Herald, Baltimore Sun, Maxfunds.com, Better Homes & Gardens.com, and others. He is the publisher and often author of Monthly Me$$age.
 
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