Team

Bill takes an educational approach to help his clients understand how the financial decisions they make today will have a profound impact on their future.

Bill is one of the few financial advisors in the country to have earned both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designations while also being a Certified Public Accountant (CPA). While Bill has deep technical knowledge and experience in all areas of financial planning, he believes that simplicity is the ultimate form of sophistication and explains his recommendations in plain English.

In 1998, Bill began his career in the financial services industry joining Ernst & Young LLP where he worked in audit and litigation advisory services. After leaving Ernst & Young LLP, Bill served in the Peace Corps. Stationed in Honduras, he volunteered his time and services to small business owners and youth groups. What Bill finds most appealing about his work is the opportunity to meet and help a diverse group of people, as well as the freedom of being self-employed.

Education/Designations:

• B.A. in accounting, University of Massachusetts Amherst
• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional

*William J.Condon is a licensed CPA, but not practicing.

C.J. began his financial planning practice in 1986. He works primarily with business owners and professionals, helping them develop and implement wealth and risk management strategies to achieve their financial goals. His planning process enables his clients to gain control of their financial lives while minimizing the time they spend on it. A highly sought after speaker in the financial services industry C.J. has continued his education to stay abreast of industry innovations that allow him to bring up-to-date financial solutions to his clients. His numerous professional designations are testament to his ongoing commitment to always be there for his clients with the knowledge that makes a difference in their lives.

C.J. resides in Marblehead, Massachusetts with his wife Lissa and four boys. He enjoys spending time with his family, fishing, and staying fit. He is an active member of Holy Cross Alumni groups, a member of the Boston Yacht Club, and serves on the board for youth basketball and football in Marblehead.

Education:

• B.A. in economics, The College of the Holy Cross
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Accredited Estate Planner (AEP)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified in Long Term Care (CLTC)
• Certified Family Business Specialist (CFBS)

Affiliations:

• Member, National Association of Estate Planners and Councils (NAEPC)
• Member, National Association of Insurance and Financial Advisors (NAIFA)
• Member, Financial Planning Association (FPA)
• Member, Boston Estate Planning Council (BEPC)

Felipe began building his financial planning practice in 1997 on a foundation of trust, integrity, objectivity, and exceptional service. He works primarily with families and small businesses, providing comprehensive, team-based financial planning. His experience and in-depth knowledge of risk management and wealth planning enables him to help his clients achieve their goals.

An alumnus of the F.W. Olin Graduate School of Business at Babson College, Felipe actively serves the Babson community. He is involved in the alumni association and volunteers for the Coaching for Leadership and Teamwork Program, the graduate admissions team, reunion committees, and various philanthropic initiatives.

Felipe is a native of Nashua, New Hampshire and currently resides in Jamaica Plain, Massachusetts. He enjoys an active lifestyle including golf, triathlons, and world travel.

Education:

• B.A. in economics, University of New Hampshire
• M.B.A., Babson College
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Accredited Estate Planner (AEP)
• Certified Family Business Specialist (CFBS)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified in Long Term Care (CLTC)

Affiliations:

• Member, National Association of Estate Planners and Councils (NAEPC)
• Member, Boston Estate Planning Council (BEPC)
• Member, Financial Planning Association (FPA)

Mike joined Commonwealth Planning Group in 2006. As an associate, he currently supports all phases of the group’s financial planning process. Mike’s passion for financial planning stems from helping individuals, families, and small businesses achieve their personal and financial goals.

Mike grew up in Swampscott, Massachusetts and presently resides in the Boston area with his wife Olga and sons Isaac and Simon. He is fluent in Russian, enjoys world travel, and is an avid skier.

Education and Qualifications:

• B.S. in finance, Babson College
• M.S. in financial planning, Bentley University
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• FINRA Series 7
• FINRA Series 66
• Massachusetts Life, Accident, and Health Insurance License

Derek joined Commonwealth Planning Group in 2018. As an associate, he supports all stages of the firm’s financial planning process. Derek was drawn to the financial planning industry by his strong interest to help individuals, families and small businesses achieve their financial goals.

Derek grew up in Leesport, Pennsylvania and currently resides in Weston, Massachusetts with his wife, Kristin, and two children, Steven and Eliza. He enjoys spending his free time with friends, playing golf and watching sports.

Education:

• B.S. in finance, Lehigh University
• FINRA Series 7
• FINRA Series 63
• Massachusetts Life, Accident and Health Insurance License
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

Brian joined Commonwealth Planning Group in 2013. As an associate, he supports all aspects of the firm’s financial planning process. Brian assists in the research, analysis and preparation of new and existing client financial plans.

Brian grew up in Syracuse, New York and currently resides north of Boston with his wife, Kristin, and son, Asher. He spends most of his free time staying active, and especially enjoys running and playing golf.

Education and Qualifications:

• B.S. in Finance, Siena College
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• FINRA Series 7
• FINRA Series 66
• Massachusetts Life, Accident and Health Insurance License

Kristen joined Commonwealth Planning Group in 2013 after beginning her career in public accounting at Deloitte. She was driven to the financial planning industry by a desire to directly impact clients' lives.

Kristen’s practice involves assisting clients with comprehensive planning needs, including estate planning, investments, tax reduction strategies and insurance. Her technical background lends her credibility and her easy-going personality allows clients to feel at ease while working through their most important financial decisions. Kristen attended Holy Cross where she was the captain of the tennis team. Originally from Falmouth, Maine, she currently resides in Boston.

Education & Qualifications:

• B.A. in Economics & Accounting, College of the Holy Cross
• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Accredited Investment Fiduciary (AIF®)

*Kristen Meahl is a licensed CPA, but not practicing.

Cam joined Commonwealth Planning Group in 2016 after completing the CFP® undergraduate program at Framingham State University. As an associate, he supports all aspects of the firm’s financial planning process.

Cam was drawn to the financial planning industry due to his desire to help individuals and families achieve their financial goals.

Cam grew up in Haverhill, Massachusetts and currently resides in Boston. He enjoys spending his free time outdoors, playing soccer, golf and tennis.

Education/Designations:

• B.S. in finance, Framingham State University
• FINRA Series 7
• FINRA Series 63
• Massachusetts Life, Accident and Health Insurance License
• Certified FInancial Planner®

Bill takes an educational approach to help his clients understand how the financial decisions they make today will have a profound impact on their future.

Bill is one of the few financial advisors in the country to have earned both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designations while also being a Certified Public Accountant (CPA). While Bill has deep technical knowledge and experience in all areas of financial planning, he believes that simplicity is the ultimate form of sophistication and explains his recommendations in plain English.

In 1998, Bill began his career in the financial services industry joining Ernst & Young LLP where he worked in audit and litigation advisory services. After leaving Ernst & Young LLP, Bill served in the Peace Corps. Stationed in Honduras, he volunteered his time and services to small business owners and youth groups. What Bill finds most appealing about his work is the opportunity to meet and help a diverse group of people, as well as the freedom of being self-employed.

Education/Designations:

• B.A. in accounting, University of Massachusetts Amherst
• Chartered Financial Analyst (CFA)
• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional

*William J.Condon is a licensed CPA, but not practicing.

C.J. began his financial planning practice in 1986. He works primarily with business owners and professionals, helping them develop and implement wealth and risk management strategies to achieve their financial goals. His planning process enables his clients to gain control of their financial lives while minimizing the time they spend on it. A highly sought after speaker in the financial services industry C.J. has continued his education to stay abreast of industry innovations that allow him to bring up-to-date financial solutions to his clients. His numerous professional designations are testament to his ongoing commitment to always be there for his clients with the knowledge that makes a difference in their lives.

C.J. resides in Marblehead, Massachusetts with his wife Lissa and four boys. He enjoys spending time with his family, fishing, and staying fit. He is an active member of Holy Cross Alumni groups, a member of the Boston Yacht Club, and serves on the board for youth basketball and football in Marblehead.

Education:

• B.A. in economics, The College of the Holy Cross
• CERTIFIED FINANCIAL PLANNER (CFP®)
• Accredited Estate Planner (AEP)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified in Long Term Care (CLTC)
• Certified Family Business Specialist (CFBS)

Affiliations:

• Member, National Association of Estate Planners and Councils (NAEPC)
• Member, National Association of Insurance and Financial Advisors (NAIFA)
• Member, Financial Planning Association (FPA)
• Member, Boston Estate Planning Council (BEPC)

Felipe began building his financial planning practice in 1997 on a foundation of trust, integrity, objectivity, and exceptional service. He works primarily with families and small businesses, providing comprehensive, team-based financial planning. His experience and in-depth knowledge of risk management and wealth planning enables him to help his clients achieve their goals.

An alumnus of the F.W. Olin Graduate School of Business at Babson College, Felipe actively serves the Babson community. He is involved in the alumni association and volunteers for the Coaching for Leadership and Teamwork Program, the graduate admissions team, reunion committees, and various philanthropic initiatives.

Felipe is a native of Nashua, New Hampshire and currently resides in Jamaica Plain, Massachusetts. He enjoys an active lifestyle including golf, triathlons, and world travel.

Education:

• B.A. in economics, University of New HampshireM.B.A., Babson College
• CERTIFIED FINANCIAL PLANNER (CFP®)
• Accredited Estate Planner (AEP)
• Certified Family Business Specialist (CFBS)
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Certified in Long Term Care (CLTC)

Affiliations:

• Member, National Association of Estate Planners and Councils (NAEPC)
• Member, Boston Estate Planning Council (BEPC)
• Member, Financial Planning Association (FPA)

Mike joined Commonwealth Planning Group in 2006. As an associate, he currently supports all phases of the group’s financial planning process. Mike’s passion for financial planning stems from helping individuals, families, and small businesses achieve their personal and financial goals.

Mike grew up in Swampscott, Massachusetts and presently resides in the Boston area with his wife Olga and sons Isaac and Simon. He is fluent in Russian, enjoys world travel, and is an avid skier.

Education and Qualifications:

• B.S. in finance, Babson College
• M.S. in financial planning, Bentley University
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• FINRA Series 7
• FINRA Series 66
• Massachusetts Life, Accident, and Health Insurance License

Derek joined Commonwealth Planning Group in 2018. As an associate, he supports all stages of the firm’s financial planning process. Derek was drawn to the financial planning industry by his strong interest to help individuals, families and small businesses achieve their financial goals. He is currently studying for his CFP® and will challenge the exam in March of 2020.

Derek grew up in Leesport, Pennsylvania and currently resides in Concord with his fiancé, Kristin. He enjoys spending his free time with friends, playing golf and watching sports.

Education:

• B.S. in finance, Lehigh University
• FINRA Series 7
• FINRA Series 63
• Massachusetts Life, Accident and Health Insurance License

Brian joined Commonwealth Planning Group in 2013. As an associate, he supports all aspects of the firm’s financial planning process. Brian assists in the research, analysis and preparation of new and existing client financial plans.

Brian grew up in Syracuse, New York and currently resides north of Boston with his wife, Kristin, and son, Asher. He spends most of his free time staying active, and especially enjoys running and playing golf.

Education and Qualifications:

• B.S. in Finance, Siena College
• CERTIFIED FINANCIAL PLANNER™, CFP®
• FINRA Series 7
• FINRA Series 66
• Massachusetts Life, Accident and Health Insurance License

Cam joined Commonwealth Planning Group in 2016 after completing the CFP® undergraduate program at Framingham State University. As an associate, he supports all aspects of the firm’s financial planning process.

Cam was drawn to the financial planning industry due to his desire to help individuals and families achieve their financial goals.

Cam grew up in Haverhill, Massachusetts and currently resides in Boston. He enjoys spending his free time outdoors, playing soccer, golf and tennis.

Education/Designations:

• B.S. in finance, Framingham State University
• FINRA Series 7
• FINRA Series 63
• Massachusetts Life, Accident and Health Insurance License
• Certified FInancial Planner®

Debbie joined Commonwealth Planning Group in 2004. She oversees the administrative aspects of CPG’s business operations and is primarily responsible for new business processing and managing client relationships.

Debbie grew up in Dorchester, Massachusetts and currently resides in Plainville, Massachusetts with her husband Kevin, daughter Kaitlyn and son Konnor. When she is not chasing around her toddlers, Debbie enjoys kickboxing and is an avid runner.

Education and Industry Qualifications:

• B.S. in psychology, Boston University
• FINRA Series 6
• FINRA Series 63
• Massachusetts Life, Accident, and Health Insurance License
• Massachusetts Registered Notary Public