Northeast Planning Associates, Inc
Raymond R. Noel
Certified Private Wealth Advisor (R)
CAP(R),AIF(R), RFC(R), CDFATM, MBA, CFS
Financial Planning is the art of discerning client needs, aspirations, risks and intentions combined with the science of engineering individual strategies that serve to comprehensively address those unique purposes.
Raymond R. Noel, CPWA(R), CAP(R), AIF(R), RFC(R), CDFATM, MBA, CFS, has focused both his practice and his educational pursuits on assisting clients manage the life cycle of wealth. Through the utilization of applied concepts in the areas of advanced tax planning, distribution strategies, executive compensation plans, stock options and risk management, he partners with his clients to fulfill their retirement & estate directives, design the most efficient programs for generational wealth transfer and advise them on the prudent execution of their philanthropic intent.
A fervent believer in an unwavering commitment to remaining a student of his profession, Raymond holds a B.S. Degree in Banking from the University of Massachusetts at Lowell and an MBA Degree with Distinction in Quality Management & Continuous Process Improvement from Rivier College in Nashua, NH. Furthermore, he has been awarded the Degree of Distinction from the Institute of Financial Education in Chicago, IL.
In 2008, The Investment Management Consultants Association (IMCA) in partnership with the University of Chicago Graduate School of Business conferred upon Raymond the designation of Certified Private Wealth AdvisorSM. It is an advanced designation for financial advisors and consultants who work with high net worth clients.
He was further honored by Barron's who named him one of the top 1000 Financial Advisors in the nation for 2009 and 2010*.
Raymond also holds the Registered Financial Consultant, Certified Funds Specialist and Certified Divorce Financial Analyst designations.
Additionally, he was recently awarded the designation of Accredited Investment Fiduciary after completing advanced studies on all components of the Global Fiduciary Standard of Excellence, the tenants of which are foundational in his practice.
His Broker/Dealer affiliation is with the independent firm of LPL Financial where he ranks in the top 2% of all advisors nationally.** He holds securities licenses 6, 7, 24, 63 and 65.
*Factors for ranking includes assets under management, revenue produced for firm, regulatory record and more. For more information, go to www.wcorg.com.
**Based on total production.
Financial Planners offer advisory services through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Securities and advisory services offered through LPL Financial, member FINRA/SIPC. Not NCUA Insured, No Credit Union Guarantee, May Lose Value. Bellwether Community Credit Union, NPA and LPL Financial are not affiliated.