Donald Gottfried serves as a Financial Specialist, working with individual and business clients to help them build, protect, and enjoy their wealth. He employs a unique planning philosophy, utilizing a proprietary system called The Living Balance Sheet®. This platform gives clients a wide-angle view of their financial world, providing the proper perspective from which to make good financial decisions.
Prior to joining The Bulfinch Group, Don worked in the technology industry as an Account Manager. He has 20+ years experience in the electronics industry, in the roles of design, field specialist, and sales, always with a strong focus on his customers’ success.
Don made this career transition because he discovered his true passion was working with people at a personal level, helping them solve problems that have a substantial impact on their lives. Furthermore, he has found the innovation incorporated in The Living Balance Sheet® provides powerful insight into the interconnected domains of clients’ finances. This allows Don’s clients to optimize their financial world, helping them achieve their goals with more certainty while taking less risk.
A graduate of MIT with a degree in Electrical Engineering, Mr. Gottfried resides in Andover, Massachusetts with his wife and daughter. He is involved in local business groups and is a member of the Andover Recycling Committee. He enjoys outdoor activities: cycling, kayaking, and hiking with his family.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.