Don Gottfried is a seasoned financial advisor with over 15 years of experience in the wealth management sector. After building a distinguished track record as a financial advisor for The Bulfinch Group, he joined Profectus Financial Partners.
Although he had a fulfilling career, Don’s inner calling compelled him to take the road not taken. Following a vision of empowering people through value-based wealth planning and management, he established his financial consultancy.
Now, as founder and CEO of Aha! Financial, Don runs his company with a keen emphasis on conscious planning because life is not just about money. Freedom, fulfillment and love are human experiences people aspire to as they build their financial confidence. Don wants his clients to achieve those aspirations as part of their future.
He completed his Bachelor of Science degree in Electrical engineering from the Massachusetts Institute of Technology. Don studied Insurance, Retirement and Investment Planning at The American College and earned a Certificate of Special Studies in Business from Harvard University.
Registered Representative and Financial Advisor of Park Avenue Securities.