After a 30-year successful career in the high-tech industry, Roy joined The Bulfinch Group as a Financial Advisor. For nearly 20 of these years, Roy spent time in varying engineering, marketing, IT and sales roles at DellEMC. During the 10-year tenue with DellEMC, Roy managed a team focused on building financial tools for the sales divisions and earned company-wide recognition for these progressive sales tools.
Roy has always had a strong desire to help individuals with financial matters. His mission is to help others achieve financial balance and live the lifestyle that they want due to proper financial planning.
Born in Israel and a military veteran, Roy and his family moved to the U.S. in 1999. Now a 20-year Newton, MA resident, Roy lives with his wife and 3 children. When Roy is not learning new things, you will find him cooking, engaging in a competitive game of bridge and spending time outdoors.
Roy earned his MBA from Northeastern University.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #4051722