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OUR TEAM

Our Team

Backed by a team of dedicated professionals with over 100 years of combined industry experience, our thought leaders work collaboratively with clients from coordinating and consulting to the delivery and implementation of financial plans.

Fernando Perez Headshot

Fernando Perez
Financial Advisor

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Carrie Matyi

Administrative Assistant

Raymond Lucas Headshot

Raymond J. Lucas, Jr., CFP®, CRPC®

Senior Vice President of Financial Planning & Training

Richard Austin Headshot

Richard E. Austin,

JD, LLM, CIMA®

Executive Director, Estate and Business Planning

William Beaudoin Headshot

William Beaudoin, CFS, CBEC

Vice President of Case Design

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Steve Kolano, CFA

Chief Investment Officer

Ann Swartz Headshot

Ann L. Swartz,CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Gregory Freeman Headshot

Gregory Freeman

Advanced Planning Specialist

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Derek Chesley

Case Design Specialist

John Pastore Headshot

John C. Pastore, Jr., CRPC®

Executive Vice President

Fernando Perez

Financial Advisor

Fernando.Perez@IFPadvisor.com

781-373-4415

200 Fifth Avenue, Suite 4010

Waltham, MA 02451

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

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CRPC conferred by College for Financial Planning. CASL conferred by The American College.

 

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state.

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Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

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