Robert Gurman, CLU®, CLTC, ChFC®, AEP, CFP®

Robert began his career as a financial services executive in 1991. A graduate of Northeastern University. Robert Gurman is a CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planning Board of Standards. He has also earned the designations Chartered Life Underwriter, Chartered Financial Consultant, Certification of Long-Term Care, Accredited Estate Planner, and Chartered Advisor for Senior Living. He is a member of the Financial Planning Association and has qualified for the Million Dollar Round Table. He has earned the 5 Star Wealth Manager award in 2013, 2014, 2015, and 2016. Robert is the former president of the Essex Estate Planning Council and golf committee chairman at Kernwood Country Club in Salem, MA.

Robert resides in Marblehead, Massachusetts, with his wife, Martha; daughter, Jessica; and son, Michael.

He is committed to building long-term relationships with his clients, and helping them reach their goals is his number one priority. Drawing on his knowledge, know-how, experience, and planning tools, he helps build financial freedom for his clients.

FIVE-STAR WEALTH MANAGER:

This award has been awarded by Five Star Professional on 02/01/23 for the following period: 05/23/22 - 01/06/23.

• 2022: Issued 02/01/2022 for the time period 05/24/2021 - 11/19/2021
• 2021: Issued 02/01/2021 for the time period 05/25/2020 - 11/30/2020
• 2020: Issued 02/01/2020 for the time period 04/01/2019 - 12/13/2019
• 2019: Issued 01/01/2019 for the time period 04/18/2018 - 11/06/2018
• 2018: Issued 01/01/2018 for the time period 03/23/2017 - 11/10/2017
• 2017: Issued 12/01/2016 for the time period 03/26/2016 - 11/23/2016
• 2016: Issued 12/01/2015for the time period 05/18/2015 - 11/06/2015
• 2015: Issued 01/01/2015 for the time period 05/18/2014 - 11/06/2014
• 2014: Issued 01/01/2014 for the time period 05/18/2013 - 11/06/2013

Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Boston area to gather wealth manager nominations. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered, and a favorable regulatory and complaint history. 3296 wealth managers in the Boston area were considered for the award. 536 were named 2022 Five Star Wealth Managers which represents less than 7% of the total wealth managers in the area. Wealth managers do not pay a fee to be considered or placed on the final list of 2022 Five Star Wealth Managers. The Five Star award is not indicative of the wealth manager's future performance. For more information go to www.fivestarprofessional.com