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Thomas Ouellette, CRPC, CFS, LUTCF

Thomas Ouellette, CRPC, CFS, LUTCF

Trusted Advisor

Mr. Ouellette is the owner and founder of Ouellette Wealth Management Group, which has been located in Lexington for over a decade. Mr. Ouellette is a Registered Principal, and a financial advisor with Triad Advisors.

Mr. Ouellette was one of the first financial planners in the country to earn the designation Chartered Retirement Planning Counselor (CRPC), from the College for Financial Planning in Colorado. The CRPC program focuses on the pre- and post-retirement needs of individuals. As a graduate, Mr. Ouellette is qualified to guide his clients through the retirement process.

Mr. Ouellette earned his designation Certified Fund Specialist (CFS), from the Institute of Business & Finance in California. The CFS program is the oldest mutual fund designation in the financial services industry. While there are several hundred thousand people who are licensed to sell mutual funds; less than 1% of them have earned the CFS designation. The program provides proven tools for implementing an effective investment plan utilizing Modern Portfolio Theory, seeking to provide higher returns with lower risk.

Mr. Ouellette earned his designation LUTC Fellow from the Life Underwriting Training Council and American College in Pennsylvania. The LUTCF designation program offers education focusing on the skills and product knowledge necessary to offer advice in the areas of risk management and insurance, including long term care and life insurance.

Mr. Ouellette attended Oxford University, England; and is a cum laude graduate of the College of the Holy Cross in Worcester, Massachusetts.

Mr. Ouellette actively supports local community organizations, including Alternative House, The Ouimet Caddie Scholarship Fund, Lexington Historical Society, as well as the Muscular Dystrophy Association, Dana Farber Cancer Institute, American Cancer Society, and Special Olympics.

He lives in North Billerica, MA with his wife, Nicole, and their children Colin and Lauren. The Ouellettes enjoy quality time together as a family, and travel extensively throughout the United States and abroad.

*As reported by Financial Planning magazine, June 1996-2014, based on total revenue.