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Walter Herlihy, ChFC
Beacon Financial Planning, Inc.
45 Bristol Drive, Suite 101
South Easton, MA 02375
508-230-3588
Walter “Buzz” Herlihy, ChFC is a Fee-Only financial planner. He earned his BA in Philosophy from Stonehill College, Easton, MA. He holds the Chartered Financial Consultant (ChFC) designation from the American College, Bryn Mawr, PA. Prior to forming his own investment advisory firm in 1994, Walter was a national marketing manager with a major financial services firm.
- NAPFA (National Association Of Personal Financial Advisors ) Member
- Financial Planning Ethics Course Instructor
- Member Of The Brockton Rotary
- Financial Advisor For The Brockton Rotary Chartitable & Educational Trust
- Advisor For The Boston Globe Financial Makeover Column
- Member Of The Stonehill College Planned Giving Advisory Committee
- Member Of The U.S. Marine Corps League
- Former Advisor For The Congregation Of The Holy Cross Development Office
- Former Advisor For The Boston Better Business Bureau
- Former Advisor For The Boston Globe Spotlight Team
- Former Board Member For The Metro South Chamber of Commerce
- Former Chairperson For The Mainspring Coalition for the Homeless Development Committee
- Former Member Of The Girl Scout Council of Southeastern Massachusetts, Inc. Investment Management Committee
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Linda Barnes Gadkowski, M. Ed., CFP®
Beacon Financial Planning, Inc.
131 Pond View Drive
Centerville, MA 02632
508-790-7039
Linda@BeaconFinancialPlanning.com
Linda Barnes Gadkowski, M.Ed., CFP® is a Fee-Only financial planner. She holds a B.S. in political science from the State University College at Cortland, N.Y., and a M.Ed. in special needs from Temple University, Philadelphia, PA. Linda received the Certified Financial Planner designation from the College for Financial Planning, Denver, CO. Linda formed her own investment advisory firm in 1990.
- NAPFA (National Association Of Personal Financial Advisors ) Member
- National Chairperson Of The NAPFA Ethics Committee
- Author Of “Ethical Excellence” a CFP® Board Approved Ethics Course
- Adjunct Faculty Member For The College For Financial Planning Since 1993
- Former Instructor In Financial Planning Courses At Northeastern University, John Hancock, And Local Banks
- Outstanding Woman of the Year in 1989 from the BPW of Cape Cod
- Outstanding Faculty Award In 1995 From Northeastern University’s Financial Services Institute
- Rotary Foundation Paul Harris Fellow Award In 1999
- Chosen As “One of the 150 Best Financial Advisers For Doctors” By Medical Economics For 2004-2006, 2006 - 2008, And 2008-2010
- Member of the Town of Barnstable Trust Committee
- Trustee at Cape Cod Five Cents Savings Bank, Orleans, MA
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Peter Deschenes
Office Manger
Beacon Financial Planning, Inc.
45 Bristol Drive, Suite 101
South Easton, MA 02375
508-230-3588
Peter@Beacon Financial Planning.com
- Seven Years Experience In The Investment And Financial Planning Industry
- Has Worked At Beacon Financial Planning, Inc. Since 2005
- Has Taken Several Courses At Boston University’s Certified Financial Planner Program
- Member Of The Town Of Easton, MA Planning & Zoning Board
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