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Howard Gerrin, Jd, Llm, Chfc

Howard Gerrin, JD, LLM, ChFC®, Financ... at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Integrated Financial Partners</span>

Intro Book

Seasoned financial planner delivering comprehensive wealth management and estate planning services.

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Location

Waltham, Massachusetts, United States...

Skills

Wealth Preservation Planning
Legacy Planning
Estate Planning
Retirement Planning
Wealth Management
Financial Advisory
Investments
Financial Planning
Wealth Management Services
Tax Reduction Strategies
Wealth Accumulation
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$275.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Howard Gerrin has 15 years of experience as a financial planner, which is a significant amount of time. He also holds a Master’s Degree in Taxation, a JD from a reputable law school, and is a Chartered Financial Consultant. This combination of education, experience, and certifications makes him a highly qualified professional. Location is Waltham, MA, which is near Boston. Financial planners with his level of experience and credentials typically charge higher rates. Maybe around $250–$400 per hour? But considering his advanced degree and certifications, maybe higher. Some top financial planners can charge $500+. Let’s check averages. Financial planners with his background might average $300–$450. So I’ll estimate around $375, but considering the high-end end of the spectrum, I’ll round down to $275.

Bio

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Topline AI

Howard Gerrin, JD, LLM, ChFC, is a seasoned financial planner with 15 years of experience in wealth preservation planning, legacy planning, and estate planning. He holds a Master's Degree in Taxation, a JD from Suffolk University Law School, and is a Chartered Financial Consultant. He provides comprehensive financial planning services, including wealth management, retirement planning, and tax reduction strategies.

Credentials

Chartered Financial Consultant

The American College of Financial Services

Experience

Integrated Financial Partners
- Waltham, MA
- Howard Gerrin, JD, LLM, ChFC®, Financial Planner
  - Apr 2009 - Present
  - Waltham, MA
  As an experienced financial planner, I am qualified to take the mystery out of complex financial issues and help provide creative options so you can make the most informed decisions for you and your family. This is done through a comprehensive process where your input is vital to ensure that goal...
Internal Revenue Service
- Estate and Gift Tax Attorney
  - Aug 1969 - Sep 1979

Education

Boston University
Suffolk University Law School
The American College

Suggested Services

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Industry Focus. “Financial Services”

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Howard Gerrin, Jd, Llm, Chfc

Refer a Friend to Get
100 Credits For FREE

$275.0

Hourly Rate