Brett Goverman CFP®
Brett Goverman, CFP®, is the Owner and Managing Member of Goverman Financial Solutions, LLC d/b/a Financial Solutions Associates, an investment advisory firm registered with the Securities and Exchange Commission (SEC), and notice filed in the states of Massachusetts, California, Florida, Maine, New Hampshire and Texas. Brett enjoys working directly with individuals and families to help them achieve their goals through Investment Management and Financial Planning services. As a Certified Financial Planner™, Brett is required to act as a fiduciary to clients at all times when providing Financial Advice, meaning he must act in the best interest of the client.
Prior to joining the firm, Brett worked for over two years at Bank of America in Finance where he supported multiple business units including Merrill Lynch Global Wealth Management, and Global Technology and Operations. He brings to Goverman Financial Solutions, LLC d/b/a Financial Solutions Associates experience working in the banking industry, as well as a focus on service to both business partners and clients.
Brett graduated from Boston College with a Bachelor of Science in Management degree, with a double concentration in both Accounting and Finance. He completed the Boston University Program for Financial Planners and earned his Certified Financial Planner™ designation in 2016. Brett, his wife Cristina, and their two daughters, live in Norwood.