Samuel A. Bohmiller, WMCP®, Achieves New Professional Designation

Mansfield MA

10 January, 2022

4:20 PM

Description

Samuel Bohmiller has earned the new Wealth Management Certified Professional (WMCP®) designation and joins a new elite group of professionals. The WMCP® delivers a comprehensive overview of goal-based, personal wealth management. “Earning the WMCP® designation is an impressive achievement,” states Seth Medalie, CLU®, ChFC®, President of The Bulfinch Group. “WMCP® is designed for advisors serving a global marketplace where mass-affluent and high-net-worth individuals seek professionals with a true understanding of their unique needs and goals.” Sam enjoys working with young professionals and families in the early stages of their careers, including medical residents/fellows, physician assistants, and others looking to get off on the right foot financially. As a millennial himself, he values the opportunity to work with clients experiencing the same life events and helping them navigate the various twists and turns that inevitably show up along the way. Sam earned a Bachelor of Science degree (B.S.) from Babson College in Wellesley, MA. The Bulfinch Group has redefined Wealth Management to create a complete client experience that begins by putting each client’s life at the center of the conversation, not their money. With a client-centric focus, The Bulfinch Group works to safeguard wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets -- all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax planning, provide protection and build and grow wealth to reach each client’s unique goals. The Bulfinch Group Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA with offices throughout New England. 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 security 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 expertise when, where and how our clients need us. Our commitments rest on a strong financial foundation, which at year-end 2020 included $9.5 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.