Philippe E. Berthoud
Philippe E. Berthoud is a Financial Advisor, a Registered Representative and a Limited Partner of United Planners Financial Services. He holds Series 7, 63, 65 and 24 securities licenses, and is licensed for life and health insurance in Massachusetts and several other states. He holds a Bachelor’s degree in Economics and has a distinctive focus on IRAs and retirement planning management.
Philippe joined The Retirement Financial Center in the fall of 2006 and gained valuable experience through the 2008 stock market crisis and ensuing “Great Recession.” Philippe is a proponent of “Comprehensive Financial Planning” and “bucket investing” (diversified investments) to reach your goals.
As a partner at the Retirement Financial Center he has served in various capacities including financial planning and advice, portfolio research and construction, trading and compliance. He has taught many financial planning related classes and assisted clients in many aspects of pre-retirement, retirement and legacy planning.
Philippe has a diversified cultural background and work experience. He grew up in Aix-en-Provence, France. He graduated from Gordon College, played soccer professionally and served as a Sports Minister after college. Philippe founded and ran a non-profit soccer organization and coached soccer at the collegiate level before transitioning to financial planning. Over his career he has developed strong management, business, and leadership skills.
Philippe and his wife Elizabeth live on the North Shore. They have four children college age and older. Philippe enjoys watching sports, coaching, cooking, French wine, hiking and foraging, history and travel.