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Daniel P. Forbes, CFP®

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Daniel P. Forbes, CFP®

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Phone: (401) 885-7300

Fax: (401) 283-8362

dforbes@forbesplanning.com

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660 Main Street, Unit C-3,
East Greenwich, RI 02818

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.