David Boucher, CFP®, AIF®


David’s primary role is to provide strategic and tactical consulting services for retirement clients that are designed to encompass the fiduciary aspects of plan management. He also devotes much of his time to business development through cultivating meaningful, respectful relationships with clients and prospects.

Prior to joining Longfellow in November 2002, David worked with Putnam investments in a variety of client service roles, as well as with The Kraematon Group as an account manager. He holds a Bachelor of Arts degree in Finance from Providence College and a Financial Planning Certificate from Boston University. He is a Certified Financial Planner® and holds his FINRA Series 6 and 63 registrations with LPL Financial.

David is considered an expert in the retirement plan field and has been published and/or quoted in publications including The Boston Business Journal, PlanSponsor Magazine, PlanAdviser Magazine, Benefits and Compensation Digest, HR Executive Magazine, and Employee Benefit Plan Review.

At Longfellow, David most appreciates the overall atmosphere and the firm’s supportiveness in allowing him to create both a personal and corporate brand.

Awards and Recognition

A little more about David…

David is an active board member of the Kennedy Donovan Center and is a youth baseball and hockey coach in his home town of North Attleboro, MA. He enjoys spending time at Summer Village in Westford creating new memories with his wife and children.