Leonard Hirst

Fall River, MA

Verified Identity

Founder at

Hirst Financial Independence Planning Inc

Number of Clients

180

Average Client Size

$450,000

Member Since

2024

Allow Me to Introduce Myself

Lenny is the Founder of Hirst Financial Independence Planning, Inc. He has been advising clients since 1984. Lenny earned a Bachelor’s degree in finance from UMass Dartmouth in 1983, an MBA from UMass Dartmouth in 1988, and his CERTIFIED FINANCIAL PLANNER™ designation in 1996. He then pursued his Ju...

Clientele

Businesswomen

Business Owners

Single Mothers

Surviving Spouses

Divorcees

Inheritors

Services Provided

Financial Planning

Retirement Planning

Estate Planning Strategies

Specialties and Expertise

Cash Flow Analysis

Portfolio Construction

Business Ownership Strategies

Succession Planning

Retirement Income

Credentials and Designations

CFP®

Certified Financial Planner™

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MBA

Master of Business Administration

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Pricing Models

Flat FeeHourly RateAUM

Advisor Links

Advisor Website

Disclosures and Proof of License

SEC Profile

Advisor Disclosure

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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