Professional Staff

Richard E. Boretti, CPA, CFP®

Rick is an Investment Advisor Representative and a graduate of Merrimack College with a Bachelor of Science degree in Business Administration, majoring in Accounting.  Rick earned his Certified Public Accountant license in Massachusetts in 1982 and has over 30 years of experience in both public accounting and private industry. In 2000, Rick opened the CPA practice now known as Richard E. Boretti, CPA, CFP®

Rick earned the Certified Financial Planner™ designation in 1999 and is an Investment Advisor Representative of Collaborative Wealth Advisors, LLC, an independent, fee only financial planning and registered investment advisor firm.