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Brian Doherty

Financial Consultant, CFP®, CRPC®

At Salem Five Financial

Brian joined Salem Five as a financial consultant in January 2009. Brian’s client base is made up of individuals, families, and small business owners looking to achieve a greater degree of financial independence through comprehensive financial planning. Areas of focus include: Financial Advice, Income Tax Planning Strategies, Retirement Planning Strategies, Protection and Insurance, Estate Planning Strategies, Saving for Education, General Financial Planning.

Before Joining Salem Five Financial

Ameriprise Financial, Boston, MA  Financial Advisor, 2005-2009

Education

Stonehill College, Easton MA – BS in Accounting and Business Administration, 2005
Malden Catholic High School, Malden MA, 2001

Credentials

Certified Financial Planner
Chartered Retirement Planning Counselor - College for Financial Planning
Life, Accident and Health Insurance
Industry Licenses for series 7, 66 held through LPL Financial

Personal

Brian was born and raised in Malden, Massachusetts and currently resides in Lynnfield. He is an active member of the Malden Moose Fraternal Organization. Brian is also a long standing College Football Official and High School Baseball Umpire.

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