Todd Herman, CFP®, AIF®

Financial Advisor at Grimes & Company
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Boston

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Bio

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Credentials

  • Accredited Investment Fiduciary®
    Fi360, A Broadridge company
    Aug, 2021
    - Nov, 2024
  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Jun, 2021
    - Nov, 2024

Experience

Education

  • Boston University
    Financial Planning Certificate, Finance and Financial Management Services
    2019 - 2019
  • Boston College - Wallace E. Carroll Graduate School of Management
    Master of Business Administration (MBA), Corporate Finance & Asset Management Concentration
    2014 - 2017
  • Union College
    BS, Mechanical Engineering
    2006 - 2010
  • The Shipley School
    2002 - 2006

Community

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