Carl Gravina, CFP®

Carl Gravina, CFP®

Managing Director, Wealth Manager

Carl Gravina, our Managing Director and Wealth Manager, enjoys helping clients articulate their financial goals and achieve their specific long-term objectives. Carl believes it’s important for every client to have a formal financial plan and that, for goals to be achievable, progress must be monitored. Regular client reviews help us make necessary adjustments to each client’s financial plan to increase the probability that the plan will be successful.

For most of his career, Carl has worked with investors. As a CERTIFIED FINANCIAL PLANNER™ professional, he has received extensive training and adheres to the high ethical standards of his profession. He earned a Bachelor of Science in Business degree from the University of New Hampshire and continued his professional development by completing the Greater Boston Executive program through the MIT Sloan School of Management.

In his free time, Carl and his wife and two sons enjoy car racing and are active members of the Porsche Club of America. They have restored a 1983 911 that is used exclusively on the track. Carl is also an avid saltwater fisherman who enjoys spending time on Cape Cod during the summer. During the winter, his favorite spot for skiing is Stowe, Vermont. Carl’s sporting claim to fame is attending hockey school in Ontario, Canada, with Wayne Gretzky. Carl says, “Yes, he was also great back then!”

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Phone 603.827.4073