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
Certified Financial Planner™
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Master of Business Administration
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Pricing Models
Flat FeeHourly RateAUM
Advisor Links
Disclosures and Proof of License
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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Profile Last Updated: March 25, 2025