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Stephen Gentile, CF2, MBA

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Stephen Gentile

Stephen Gentile

Certified Financial Fiduciary®

CF2 Since 2018

Accepts Remote Clients

Westwood, MA

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NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200470
Active Dates
Aug 29, 2018 – Aug 29, 2027
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About Stephen Gentile

Stephen joined Bay Financial (LPL) in 2023, bringing 35 years of experience in finance and accounting with the last 30 years working as an investment professional.  He has developed relationships with numerous non-profit organizations and small businesses to assist in retirement planning based on each individual’s needs.
Stephen’s mission is to provide personal retirement and insurance planning to his clients by analyzing, developing, and implementing their financial plans.  His focus will be on investments, retirement and college planning as well as life, disability and long term care insurance.
Stephen holds a BS in Economics-Finance from Bentley University and an MBA from Suffolk University.  Stephen is a Certified Financial Fiduciary and a member of the NACFF. Licenses held: Series 6, 7, 63, 65 Life and Health Insurance.

Areas of Specialization

Retirement Planning Tax Planning Estate Planning College Planning Investing Budgeting Insurance Social Security Financial Planning General Financial Guidance

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