Harold Zazula CFP®, RICP®, CLTC
As a Certified Financial Planner™ and Retirement Income Certified Professional, Harold Zazula helps pre- and post-retirees develop savings, investment and withdrawal plans that take the guesswork out of preparing for and living in retirement. In addition, Harold holds the Certification for Long-Term Care designation and incorporates various risk mitigation strategies in retirement planning.
Originally from New York, Harold started his career as a retirement plan actuary and consultant where he developed his expertise in financial projections and risk management. Several years after moving to Boston in 2006, Harold transitioned to personal financial planning and investment management.
Harold, his wife, and three children reside in Malden, MA.
LICENSES & ACCREDITATIONS
- Certified Financial Planner™
- Retirement Income Certified Professional
- Long-Term Care Certified Professional
- Life & Annuity Licensed
AREAS OF EXPERTISE
- Retirement Income Planning
- Asset Maximization
- Wealth Protection
- Annuity Specialist