Jon Bicknell

Background

About Jon Bicknell

Contact me at 781-262-3030 or jon@jonbicknell.com My mission is to help find creative solutions to complex financial challenges. A strong relationship is at the core of my practice. By taking a long term approach I can help ensure that your personal goals, objectives and other concerns are properly considered and managed. I am committed to continuing my education and being a source for updated information to help you achieve your financial goals and objectives. I specialize in retirement accumulation and distribution strategies, risk management and business succession planning. I began my career in planning after obtaining a BS in Finance from the Kalkin Business School at the University of Vermont in 1994. In 1995, I became a planner and immediately began my course of study towards the prestigious CERTIFIED FINANCIAL PLANNER™ certification. I obtained my CFP® certification in after a rigorous two-day exam covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. This certification brings with it a strict code of ethics that guides my involvement with every aspect of my client's financial plan. I hold Series 7, 63 and 65 securities registrations as well as life, disability and long-term care insurance licenses and am licensed in CO, MA, ME, NH & OH. A native of Andover, MA, I reside in Medfield, MA with my wife and two children. I am the former President of the Norfolk and Plymouth Business & Estate Planning Council and enjoy spending time with my family skiing, cycling and golfing. Branch Address: 1500 District Ave, Burlington, MA 01803. Designated Supervisor: Paul Ewing Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser.