Roxanne Fleszar, CFP specializes in the design, implementation, and monitoring of corporate pension plans. She began in the financial services industry in 1979, and received certification as a Certified Financial Planner (CFP) through the College for Financial Planning in Denver, Colorado in 1983. Ms. Fleszar holds a Bachelor of Science degree from the State University of New York at Plattsburgh, and certification as a Chartered Financial Consultant (ChFC) through the American College of Bryn Mawr, Pennsylvania. She is past President and Chairperson of the Greater Boston Society of Certified Financial Planners.

Ms. Fleszar frequently speaks and writes on financial topics. Earlier this year she spoke on 401(k) issues before the Investment Company Institute’s mid-winter meeting, the premiere gathering of the mutual fund industry in the U.S. Roxanne also appeared recently on CNBC’s "Power Lunch" and Bloomberg's Financial Television and Radio Stations.  

Please watch this page for a list of future speaking engagements, and visit our Media Coverage area to read up on a variety of topics spanning the retirement planning industry.

As a Registered Investment Advisor with the Securities and Exchange Commission (SEC), you may request a copy of our Form ADV Part II of the Uniform Application for Investment Adviser Registration.