The Bulfinch Group’s Bob Furlong Earns the CExP™ Designation for

Wellesley MA

10 August, 2021

4:31 PM

Description

Bob Furlong, a Wealth Management Advisor with The Bulfinch Group and member of The BEI Network of Exit Planning Professionals™, recently earned the designation of a BEI Certified Exit Planner (CExP™). The BEI CExP™ designation is the standard for Exit Planning certification. Through training, rigorous testing and in-depth Exit Plan Creation coursework, Bob has demonstrated that he is qualified to provide comprehensive, professionally executed Exit Planning services to the business owning community. “Exit Planning Professionals who successfully complete the BEI Certified Exit Planner program have come to be known as knowledgeable Exit Planning Professionals because their in-depth knowledge and demonstrated application of the BEI Seven Step Exit Planning Process™ positions them to counsel business owners and their advisors on a wide array of business issues ranging from building value within a business to identifying exit objectives, addressing key employee incentive planning and retention issues, incorporating business continuity planning, and establishing wealth preservation,” said John Brown, President of Business Enterprise Institute. The business owner community benefits from engaging an Exit Planning Professional who holds the BEI CExP™ designation by having greater confidence that the service they receive is professional in quality, adheres to ethical and industry standards of practice, and meets a level of experience BEI deems credible and worthy of one of its certified members. Bob joined The Bulfinch Group in 2011 and works closely with individuals and families to help develop and achieve mid and long-term financial goals. He also works closely with business owners and entrepreneurs to develop plans with appropriate flexibility and protection. Bob graduated from Boston University with a degree in Psychology. Bob resides in Wellesley with his 3 children and enjoys hiking and mountain-biking in his spare time. Bob is a four-time Five Star Wealth Manager as published in Boston Magazine (2019, 2020, 2021 and 2022). About the BEI Certified Exit Planner Designation Business Enterprise Institute (BEI) trains and certifies BEI Certified Exit Planners (CExP™) to create comprehensive Exit Plans that meet the objectives of their busines owner clients. Through training, rigorous testing and ongoing continuing education, CExP™ designation holders provide comprehensive, professionally executed Exit Planning services. BEI requires specific training as a prerequisite to certification to assure that practitioners have the knowledge and understanding necessary to perform competent services, and to assure a level of consistency and continuity in their work product. A primary requirement for becoming CExP™ is to hold a valid license as a Certified Public Accountant, Attorney, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant or equivalent professional experience. For more information, visit www.certifiedexitplanner.com. The Bulfinch Group Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA. The Bulfinch Group also operates Bulfinch Business Solutions, a division devoted to succession planning for smaller, privately held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes. The Bulfinch Group is a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. For more information, call 781-449-4402 or visit BulfinchGroup.com. The Guardian Life Insurance Company of America (Guardian®) Every day, Guardian provides Americans the protection they deserve through our insurance and wealth management products and services. Since our founding in 1860, our long-term view has helped our customers prepare for whatever life brings whether starting a family, planning for the future or taking care of employees. Today, we’re a Fortune 250 mutual company and a leading provider of life, disability, dental, and other benefits for individuals, at the workplace and through government sponsored programs. The Guardian community of over 9,000 employees and our network of over 2,500 financial representatives is committed to serving with experience when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2019 included $9.3 billion in capital and $1.7 billion in operating income. For more information, please visit GuardianLife.com or follow us on Facebook, LinkedIn, Twitter and YouTube.