J. Jeff Boshar, ChFC®, CLU®
Jeff Boshar focuses on retirement and estate planning. He has over 25 years of experience in financial services. Jeff works with professionals, executives and business owners - people who invest long hours in their careers - to help them accumulate and preserve wealth. He knows how important, and how difficult, it is for successful people to take time from their busy schedules to set retirement and estate building objectives.
Jeff focuses their planning efforts to help ensure that the fruits of their labor are properly leveraged, pinpointing opportunities that help make their money work hardest for them. Over the years Jeff's independent, professional advice has helped clients manage multi-million dollar sums in two distinct business segments:
Business Retirement Plans: Helping firms design, install, and manage the most appropriate plan for their specific situation.
Personal Investment Planning: Helping business owners, professionals, inheritors and lottery winners prepare for the future through investment planning and management of their portfolios. He employs the latest traditional and non-traditional products to help manage downside risk for his clients.
Citicorp: Developed and executed programs to expand business in governmental and foreign contracting sectors in Bahrain, Kuwait & Saudi Arabia for four years. Managed portfolio with exposure in excess of $200MM including secured and unsecured lending, trade finance, bonding, and foreign exchange.
US Peace Corps: Enjoyed great overseas experience teaching in Oujda, Morocco for two years.
Education & Designations
Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations.
Registered Representative, LPL Financial.
MIT's Sloan School of Business: Masters in Management, concentration in Finance.
University of Michigan: BA Anthropology, School of Literature, Science & Arts.
Mission: Ease my clients' financial burdens to enable them to focus on their careers, their businesses, and enjoying their retirement.
Phone: 781-893-0909 x259 Direct: 781-577-7849
The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.