Clinton Lynch, CFP<sup>®</sup>, CPWA<sup>®</sup>, CEPA<sup>®</sup>, CRPS<sup>®</sup>

Clinton Lynch, CFP®, CPWA®, CEPA®, CRPS®

Managing Director
LinkedIn
Office: Boston, MA
Team: Leadership, Wealth Management

Education & Certificates

B.S., Saint Joseph’s University
Certified Financial Planner™
Certified Private Wealth Advisor®
Certified Exit Planning Advisor ®
Chartered Retirement Plans SpecialistSM

Professional Background

I started my career in middle market fixed incomes sales at Bear Stearns. I also wholesaled mutual funds and ETF's at Eaton Vance and TS Capital. I was a VP with Charles Schwab and Managing Director for an RIA called Apexium Financial which was linked to a Top 20 Accounting firm. I have experience in Private Wealth Management, Corporate Stock Options, Defined Benefit / Defined Contribution Plans and Business Exit Planning.

Personal Interests

I enjoy reading, fine dining, and skeet shooting.