Margaret M. Curry

Carl J. Famiglietti

Stephen F. Fusi

James H. Guarino

Tanya D. Loranger-Egan

Scott D. Tuxbury

Client Service Team

Compliance

James H. Guarino

CPA/PFS, CFP®, MST
Partner and Senior Wealth Advisor

(978) 557-5374
Email Me	LinkedIn Profile
vCard

James H. Guarino

| More

Experience

Mr. Guarino applies over 25 years experience to his work with newly wealthy clients. Taking a holistic approach to the planning process, Jim crafts solutions that address all relevant financial, investment, business, tax and family considerations. Jim serves as a “Personal CFO” to high net worth families and family-office clients and has also been requested to moderate family council meetings. Jim’s most valuable skill is his ability to actively orchestrate various business, estate and tax planning transactions on behalf of clients while coordinating with other client advisors.

Seminars and Speaking Engagements +

November 2010: Boston Exit Planning Exchange (XPX) Seminar — Harvesting the Fruits of Your Labor, Latter Stage Company Issues

November 2010: Wells Fargo Seminar — Year End Tax Saving Strategies

February 2011: TAAP Webinar — Tax Tips & Strategies

May 2011: Boston Estate Planning Council — Understanding the ABC's of Educational Planning

April 2012: MSCPA Speaker Bureau — Understanding the ABC's of Educational Planning

January 2013: Social Law Library — 2013 Tax Strategy for Lawyers

Expertise

Financial plan design and goal setting

Budgeting and cash flow management

Strategic tax planning, compliance and consulting

Asset allocation and rebalancing strategies

Retirement planning

Estate planning and wealth transfer strategies

Asset protection and risk management strategies

Personal financial reporting

Family and business succession planning

Charitable giving and tax planning strategies

Educational planning

Debt management solutions

Small business consulting

Structuring of ownership interest

Educational seminars for owners and employees

Education

MS — Master of Science in Taxation; Bentley College

BS — Business Administration; Merrimack College

Certifications

CPA — Certified Public Accountant

PFS — Personal Financial Specialist (AICPA)

CFP® — Certified Financial Planner

Series 65 NASD

Professional Affiliations

American Institute of Certified Public Accountants, Member of the Tax Division and Personal Financial Planning Division

American Institute of Certified Public Accountants, Ambassador Program

Massachusetts Society of Certified Public Accountants, Member of the Personal Financial Planning Sub-Committee

Financial Planning Association and Massachusetts Chapter of the Financial Planning Association, Member of the Consumer Awareness Sub-Committee