Dawn G. Rimari, AIF®, CLTC
Dawn has over three decades of experience in the financial services industry, including retail banking, retirement planning, and insurance. Dawn holds the FINRA Series 6, 7, 24, 63, and 66 securities registrations. She is also licensed in the lines of life, health, and accident insurance. Dawn is a fee-based financial planner and an Investment Adviser Representative with Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Dawn has a B.S. in Business Administration from Southern New Hampshire University and a graduate level certificate in Financial Planning from Boston University.
Dawn has owned and operated her own practice since 2006, and is located in Beverly, Massachusetts where she grew up. Her clients are individuals, families, and small businesses. She is certified in long-term care, holding the CLTC designation, and holds the Accredited Investment Fiduciary (AIF®) designation. As an AIF designee she has committed to put the clients interests ahead of her own.