David Juliano, CLU, ChFC, RICP

David Juliano, CLU, ChFC, RICP

Senior Financial Advisor

David joined Stonehearth Capital in 2016. He is a Senior Financial Advisor and also sits on the Investment Committee. He has over 20 years of experience in financial planning and wealth management.

David began his career, after graduating from St. Michael’s College, working for a financial advisory practice that specialized in Executive Benefit Solutions and Deferred Compensation Plans for executives at banks and hospitals. He went on to spend 10 years at Commonwealth Financial Network, a national Broker/Dealer, working on the Advanced Planning Team. This group was responsible for assisting over 1,500 advisors nationwide with complex financial planning solutions and building comprehensive wealth management plans for clients.

David’s subject matter expertise includes: Social Security planning, education planning, employee stock options, and executive benefits. David holds the Chartered Financial Consultant (ChFC) and Retirement Income Certified Professional (RICP) designations from the American College of Financial Planning.

David lives in Topsfield, Massachusetts with his wife, Angela, and their two children, Cameron and Mia. When he’s not thinking about financial planning, David enjoys cycling, training for triathlons, kayaking, snowboarding, golfing, and coaching hockey.

Phone 978.624.3000
Fax 978.624.3007