Principal

Richard E. Boretti, CPA, CFP®

Rick is the principal of Collaborative Wealth Advisors, LLC. Rick takes a comprehensive, goals oriented approach to financial planning. He sees his role as helping clients make well-informed decisions so they can build wealth, have security and achieve financial independence with focus and understanding.

A graduate of Merrimack College, Rick earned his Certified Public Accountant license in Massachusetts in 1982. In 1999, Rick earned the Certified Financial Planner™ designation from the CFP Board of Standards. He also holds a life, health and variable insurance broker's license in the states of Massachusetts, New Hampshire and New York.

Rick is a long term, current member of the American Institute of Certified Public Accountants, the Massachusetts Society of Certified Public Accountants and the Financial Planning Association.