David Juliano, CLU, ChFC, RICP

David Juliano, CLU, ChFC, RICP

Senior Financial Advisor

I joined Stonehearth Capital Management in 2016 as a Senior Financial Advisor, bringing with me over 20 years of experience in the financial planning and wealth management experience. I also am a member of our firm's Investment Committee.

I began my 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. I went on to spend the next 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.

My 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.

I currently reside in Topsfield, Massachusetts with my wife, Angela, and our two children, Cameron and Mia. When I'm not thinking about financial planning, I enjoy cycling, training for triathlons, kayaking, snowboarding, golfing, and coaching hockey.

Phone 978.624.3000
Fax 978.624.3007