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Leonard Hirst | Financial Advisor

Profile img for Leonard Hirst, financial advisor at Hirst Financial Independence Planning Inc
Fall River, MA
Leonard Hirst
Financial Advisor
Founder at
Hirst Financial Independence Planning Inc

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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 Juris Doctorate graduating from UMass School of Law in 2002 and was admitted to the Massachusetts Bar. Lenny uses his extensive education to provide clients with a complete menu of services that includes, but is not limited to, retirement planning, portfolio management, estate planning and asset protection. Lenny’s business passion involves finding the right solution for each individual client. No two situations are the same. He enjoys personal relationships with his clients that allow him to better aid them in making the necessary life choices involving their financial future as well as their children’s. Lenny enjoys spending time with family, friends and his dogs.
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Specialties and Expertise

5
Cash Flow Analysis
Portfolio Construction
Business Ownership Strategies
Succession Planning
Retirement Income

Clientele

6
Businesswomen
Business Owners
Single Mothers
Surviving Spouses
Divorcees
Inheritors

Credentials and Designations

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Certified Financial Planner™

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Master of Business Administration

Quick Facts About Leonard
Years of Experience: yearsMember since:2024Average Account Size:$450,000Number of clients:180

Services Provided

How I help my clients

Financial Planning

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Retirement Planning

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Estate Planning Strategies

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Pricing Models

Flat Fee
Hourly Fee
AUM

Proof of License

SEC Profile
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Fall River, MA
Leonard Hirst
Financial Advisor
Founder at
Hirst Financial Independence Planning Inc
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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.
Profile last updated: 03-25-2025