Ian Rea (CFA®, CFP®, MBA)

Ian Rea focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Additional Information

My Philosophy on Money

While there is plenty of academic research that suggests money doesn’t make you happy once your basic needs are met, I do think it has a lot of potential to make you unhappy no matter how much you have. I, therefore, seek first and foremost to use money as a tool for achieving equanimity and peace of mind for my clients. My goal is not to help you maximize your net worth or income but instead to help you think through your values and act accordingly. Money, when handled correctly, can be an incredible tool for reducing stress, achieving a feeling of security for you and your family and giving you the freedom to pursue your dreams. My hope is that I can be a coach and guide to help you along that path.

My Qualifications

Other than your health, your money is perhaps the most personal and impactful area of your life. So why should you trust me to know what I’m doing? Here are a few of the things that I’ve done that have prepared me to handle your money with care and expertise.

  • I have nearly two decades of experience in financial services at multiple well-known firms, including Fidelity Investments, Charles Schwab and Goldman Sachs.
  • I have earned the well-regarded Certified Financial Planner (CFP(R)) and Chartered Financial Analyst (CFA) designations.
  • I have an MBA in Finance from the Wharton School at the University of Pennsylvania, ranked by Forbes Magazine as the #1 MBA program in the country.

On a personal note

I live with my wife and two young children in the Boston suburb of Medfield, Massachusetts where I enjoy spending as much time as possible outside with my family and appreciating everything the area has to offer. I’ve run nearly a dozen marathons, including a personal best of just under 2 hours 55 minutes at the 2017 Boston Marathon.

NAPFA Start Date

January 25, 2019

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This Office

23 Adams St Medfield, MA 02052-1601 Phone: (617) 383-4577