Philip B. Boncaldo is an investment advisor representative of Compass Capital Corporation. A graduate of Boston College in 1984, he also holds an MBA, concentrating in investment finance, from Bentley College Graduate School (1986). He has been involved in the financial investment and insurance services industry since 1990.
He is a founding member the Institute for Investment Management Consultants, Boston chapter, and part of the Managing Committee of the South Shore Rental Association and a member of the Massachusetts Rental Association. In addition, Mr. Boncaldo is a partner of Rodi Realty Trust and B & D Property Management Co. located in Quincy, Mass. and specializes in real estate investment and management.
Mr. Boncaldo’s financial planning practice concentrates on asset allocation and the investment planning decisions of family wealth and transitional situations. As part of an overall financial planning process, Philip analyzes restructuring and reallocating investment assets to meet the changing needs, and risk parameters of those who find themselves in a transitional period of their lives. Integrating their portfolio, utilizing time-tested conservative investment techniques, with their new circumstances and current overall risk profile helps investors to maintain better financial structure and the ability to meet financial goals.
Philip shares his expertise by conducting financial planning seminars. Prior to entering the financial planning field, Philip was a professor and taught undergraduate and graduate courses on micro- and macroeconomics, and finance. He is an ongoing adult education instructor on financial planning, retirement planning, asset allocation and teaches continuing professional education courses for accountants. He maintains his financial planning and investment advisory service practice in Quincy, Mass.
Philip, his wife, Alyse and their son, Benjamin, reside in Braintree, Mass.
