Rico Piatelli, CFP®

Our mission is to build meaningful and long lasting relationships as we guide our clients toward financial security and greater confidence in their lives.

We remember, at all times, that we are in the business of helping people grow and protect the financial future of their family or business. Our success is measured by how well we help our clients realize the vision they have for their bigger future.

Rico holds a Bachelor's degree from Norwich University where he studied business management with a concentration in financial economics.  He holds the Series 7 and Series 66 is securities registered in California, Florida, Massachusetts, New Hampshire, Vermont. Rico is also licensed to sell life insurance and disability income insurance in  Massachusetts, New Hampshire, Vermont, California, Arizona, and Maine.

Rico has served his country in Afghanistan ('10-'11), where he received a Bronze Star for Combat Operations. His service to the United States does not stop here, he is involved in his community and takes part in a local program called Operation Troop Support. Rico currently resides in South Boston, and during his free time, he enjoys fishing, playing hockey, and volunteer work with the Special Olympics.


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State of Domicile: Massachusetts,

CA Insurance License #OI92850.