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. , 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, Certified 401(k) professional (C(k)P) from The Retirement Advisor University in collaboration with UCLA Anderson School. Noel also is a Massachusetts Notary Public.

Noel 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 demonstrates 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.

Throughout his career, Noel has been recognized for his accomplishments and dedication to his clients. Noel is a multi-year Qualifying Member of the Million Dollar Round Table (MDRT). MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest of standards and ethics. He was also a perennial (ACE) conference qualifier. ACE, stands for “Achieving Client Excellence” and was a national recognition award within the former Signator Investor’s, Incorporated, that acknowledged the top 250 financial representatives in its national network of financial professionals each year.

Noel currently resides in Chelmsford, Massachusetts with his wife Angela their two sons Gianpaolo and Luciano. Noel 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