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

Noel began his career with Boston Partners in 1995. Since that time, he has been dedicated to assisting families, businesses and professional individuals develop and achieve their unique financial goals.

Noel graduated from Bentley University with a BS in Finance. He earned his 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. Noel also is a Massachusetts Notary Public.

Noel is a multi-year Qualifying Member of the Million Dollar Round Table (MDRT). He is also a perennial John Hancock ACE conference qualifier. Qualifying for ACE puts Noel among “the best of the best” in the John Hancock Financial Network. He has also 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 for 2021.

He is 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.

Noel’s area of expertise is in the 401(k), DC consulting and retirement plan marketplace. As a member of RPAG Noel has access to services including Retirement Plan Benchmarking and Analysis. Through his affiliation with Royal Alliance Associates, Inc, he is able to access products and services for Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Long term Care insurance, Asset Protection, Survivorship Protection and College Funding.

Noel’s mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible. He assists his clients prioritize their most important financial goals by listening to their needs and desires for the future. Based on these needs, he tailors specific financial strategies for each client.

Noel currently resides in Chelmsford, Massachusetts with his wife Angela their two sons Gianpaolo and Luciano. He enjoys boating, skiing, golfing and spending time with family and friends. Noel also coaches baseball and football in the Chelmsford town leagues.

Million Dollar Round Table Disclosure

Achieving Client Excellence Disclosure