Ian Rea (CFA®, CFP®, CIPM, 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

NAPFA Start Date

January 25, 2019


This Office

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