Clare Ciervo, Cfp®
About Clare Ciervo, Cfp®
Clare Ciervo is an Associate Wealth Advisor at The Colony Group, where she has worked since 2022 in Boston, MA.
Work at Colony
Clare Ciervo serves as an Associate Wealth Advisor at The Colony Group, a role she has held since 2022. Based in Boston, MA, she works within a team that focuses on providing comprehensive financial planning and investment management services. Her responsibilities include assisting clients in achieving their financial goals through tailored strategies and solutions.
Education and Expertise
Clare Ciervo is a Certified Financial Planner (CFP®), indicating her expertise in financial planning. This certification requires extensive knowledge of financial principles, investment strategies, and client relationship management. Her educational background supports her role in advising clients effectively on wealth management.
Background
Clare Ciervo has been part of The Colony Group for two years, contributing to the firm's mission of delivering personalized financial advice. Her experience in the financial services industry enhances her ability to understand and address the diverse needs of clients in the Boston area.