CFP

    Leonard Hirst

    Founder

    Hirst Financial Independence Planning, Inc.
    Fall River, Massachusetts42 years experienceNo minimum minimum

    About Leonard

    Lenny is the Founder of Hirst Financial Independence Planning, Inc. He has been advising clients since 1984. Lenny earned a Bachelor's degree in finance from UMass Dartmouth in 1983, an MBA from UMass Dartmouth in 1988, and his CERTIFIED FINANCIAL PLANNER™ designation in 1996. He then pursued his Ju...

    Areas of focus

    Financial PlanningRetirement PlanningCash Flow AnalysisPortfolio ConstructionSuccession Planning

    Credentials & background

    Designations

    CFP

    Licenses

    Series 63Series 65Series 24Series 8Series 4Series 22Series 6Series 7

    Education

    Bachelor's in finance UMass Dartmouth (1983); MBA UMass Dartmouth (1988)

    Clients served

    BusinesswomenBusiness OwnersSingle MothersSurviving SpousesDivorceesInheritors

    Registered in

    Massachusetts, Texas

    The firm

    Hirst Financial Independence Planning, Inc.