Certified Finance Specialists East Falmouth MA

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David McPherson
Four Ponds Financial Planning, LLC
(508) 403-0060
101 Town Hall Square
Falmouth, MA
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Middle Income Client Needs, Hourly Financial Planning Services, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®

Gregory Fenton
Cambridge Cape Cod Advisors
(508) 888-9300
128 Route 6A
Sandwich, MA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Walter Herlihy
Beacon Financial Planning, Inc.
(508) 790-7039
131 Pond View Drive
Centerville, MA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, ChFc, CLU

Lynne Nahigyan
Seamark Financial Services, Inc.
(508) 758-6159
109 Fairhaven Road, Suite F
Mattapoisett, MA
Expertises
Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Walter Herlihy
Beacon Financial Planning, Inc.
(888) 230-3588
111 State Street
Boston, MA
Expertises
Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, ChFc, CLU

Daniel Candura
PennyTree Advisers, LLC
(781) 626-0888
74 Fells Pond Rd
New Seabury, MA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Retirement Plan Investment Advice, Middle Income Client Needs, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

John Feeney
Noble Financial Advisory, Inc.
(508) 888-4455
18 Stonefield Drive
East Sandwich, MA
Expertises
Ongoing Investment Management, Real Estate Investments, Retirement Plan Investment Advice, Middle Income Client Needs, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Linda Gadkowski
Beacon Financial Planning, Inc.
(508) 790-7039
131 Pond View Drive
Centerville, MA
Expertises
Ongoing Investment Management, Advising Employee Benefit Plan Participants, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, M.Ed.

Georgia Bruggeman
Meridian Financial Advisors, LLC
(508) 429-2600
13 Water Street
Holliston, MA
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, College/Education Planning, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Jennifer Lane
Compass Planning Associates, Inc.
(617) 523-4666
3 Center Plaza
Boston, MA
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Women's Financial Planning Issues, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Become a Finance Specialist

by Blanche Evans

As real estate agents search for new ways to brand themselves as specialists in the real estate transaction, training in the financial aspects of real estate buying and selling is more important than ever. A designation offered by the Residential Financing Council could be an important factor for agents who want to keep themselves at the center of the transaction.

The "Certified Finance Specialist (CFS(r) designation is designed to signify competence and experience in the area of real estate finance, says says Charles Dahlheimer, president of North American Consulting Group, Inc., and former president of REBAC and cofounder of the Accredited Buyer Representative (ABR) designation. Open to real estate and mortgage professionals, the designation is designed to bridge the link between the growth of buyer agency and a new focus on financing.

"The successful agent of the future will be recognized as a professional counselor and negotiator, one who can help the consumer interpret and evaluate information, provide advice and counsel, structure negotiating strategies and manage all aspects of the real estate transaction," says Dahlheimer.

As consumers become empowered with vast amounts of property information via the Internet, their confidence in agents hasn't necessarily grown. Brokers and agents complain across the country of commission compression, and competition from limited service or discount brokerages has put more pressure on traditional agents to distinguish themselves from low-cost competitors in new ways.

According to the "Future of Real Estate Brokerage," a study commissioned by the NAR, the number of real estate transactions has increased, but brokers are not reporting a comparable rise in profitability. In order to restore and enhance profitability, the broker will employ higher-cost technologies to serve consumers more efficiently and develop ancillary services to reduce dependence on commissions as revenue generators, all of which could result in a "a shift of power away from the agent toward the brokerage firm."

Dahlheimer sees an agent well-versed in finance as an asset to the consumer and the brokerage. The proliferation of loan products and the increase in unprincipled lenders using predatory practices, and the rise in buyer's agency all point the way to him that finance is the next great consumer opportunity.

"If the real estate agent is truly representing the buyer's best interests in the transaction, it is necessary for the agent to know what options may be available and to counsel the buyer not only in seeking out the best options, but also in helping them interpret the data that is available," says Dahlheimer.

The designation course is designed to teach agents how to detect and assist the buyer to challenge "junk" fees, to educate them about credit scoring and "A", "B" and "C" paper loans, and how to help buyers pick the loan that's best for their circumstances. Seller's agents are instructed to off...

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