Make Money Easy: Financial Wellness for College and After

Do you want to learn more about financial wellness and managing your money? Come hear from our Alumni speaker to learn more about financial planning, budgeting and money management strategies.

Alumni Speaker: Peter Klay ’92, Managing Director at The Bulfinch Group

Peter’s goal is simple: To educate his clients and provide a coordinated financial strategy including the areas of investments, insurance, debt management, and cash flow management. By building a relationship with each client, he learns how to help them work toward meeting their goals and objectives. He works with individuals, families, and small business owners. He also works extensively with medical and dental professionals.

Peter’s other primary role is seeking out talented individuals and helping them develop into productive members of his firm. He is devoted to mentoring new associates as they begin their careers as a Financial Representative with The Bulfinch Group. He is always open to speaking with anyone interested in the career.

Peter is an Active Member of the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, which recognizes the top 5-7% of financial advisors worldwide. Peter is also a member of NAIFA (National Association of Insurance and Financial Advisors) and a member of the Roger Williams University Alumni Board. Peter enjoys giving back to his community. He enjoys coaching youth sports and coaches Soccer and Lacrosse. He is currently the President of his town’s HS booster club. Peter resides in Ashland with his wife and two sons.

Add to your Calendar: Add to Google CalendarAdd to Outlook / Download ICS