Shervin Sadr is a highly skilled financial planner who specializes in fee-based financial planning for both individuals and business owners. Shervin is based in Boston and is part of a well-respected financial planning firm serving clients across New England, from Portland, ME to Boston, MA. With years of experience and a proven track record of success, Shervin has become a trusted advisor to his clients, helping them navigate complex financial challenges and achieve their long-term goals.
As a financial planner in Boston, Shervin has developed a particular expertise in working with clients in the tech industry and medical professionals. He understands the unique financial challenges that these clients face and has developed tailored solutions to help them build and protect their wealth. Whether it’s navigating stock options and equity compensation or designing retirement plans and tax strategies, Shervin has the expertise and experience to help his clients achieve financial security and success.
Overall, Shervin Sadr is a highly skilled financial planner who is committed to helping his clients achieve their financial goals. With his expertise in fee-based financial planning, and his focus on serving clients in the tech and medical industries, Shervin is a trusted advisor to individuals and business owners across New England.
If street parking is unavailable, there are parking garages available at the following locations:
- 75 Northern Ave – across the street from our building
- Fan Pier garage – below the One Marina building, entrance on Bond Drive