Broker Check
Noel R. Dulac, CFP®, CHFC®, C(K)P™,  CPFA , AIF®

Noel R. Dulac, CFP®, CHFC®, C(K)P™,  CPFA , AIF®

Founder / Managing Partner

I am a graduate from Bentley University with a BS in Finance and began my career with Boston Partners in 1995. Since that time, I have been dedicated to assisting families, businesses and professional individuals develop and achieve their unique financial goals. My mission is to help clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible by helping prioritize their most important financial goals and listening to their needs and desires for the future. Based on these needs, I tailor specific financial strategies for each client.

My area of expertise is in the 401(k), 403(b), NQDC and DC consulting and retirement plan marketplace. As a member of RPAG (Retirement Plan Advisory Group) I have access to services including Retirement Plan Benchmarking and Analysis. Through my affiliation with Osaic Wealth, Inc, I am able to access products and services for Estate Planning Strategies, Portfolio Building- RFG Capital Strategies portfolios, Life Insurance, Disability Income Insurance, Long term Care insurance, Asset Protection, Survivorship Protection and College Funding, Stocks, Bonds, CD’s, Managed accounts, SMA’s, REIT’s and More.

I have earned the Long-Term Care Certificate from the Corporation for Long-Term Care, Financial Planning Certificate from Kaplan University further being awarded the designations of Certified Financial Planner™ from the CFP® Board of Standards, Chartered Financial Consultant ChFC® from The American College, Accredited Investment Fiduciary AIF® from FI360 and Certified 401(k) Professional, or C(k)P™ from The Retirement Advisory University, also   a Massachusetts Notary Public.

I am a member of The Financial Planning Association (FPA) and NAPA. The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrate and supports a professional commitment to education and a client-centered financial planning process. NAPA is the National Association of Plan Advisors. As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer- sponsored retirement plans.  I have been chosen as one of the 2020 Financial Times 401 Top Retirement Plan Advisors. As well as the firms recognition as named one of the NAPA Top Defined Contribution (DC) Advisor Teams from 2018- 2021. As a multi-year Qualifying Member of the Million Dollar Round Table (MDRT) formerly a perennial John Hancock ACE conference qualifier, I was named among “the best of the best” in the John Hancock Financial Network.

Noel currently resides in Chelmsford, Massachusetts with his wife Angela their two sons Gianpaolo and Luciano. He enjoys boating, skiing, golfing, playing Baseball and spending time with family and friends. Noel also was a former coach for youth baseball and football in the Chelmsford town leagues.

Million Dollar Round Table Disclosure

Achieving Client Excellence Disclosure