Aha! Financial

About

Don Gottfried is a seasoned financial advisor with over 15 years of experience in the wealth management sector. After building a distinguished track record as a financial advisor for The Bulfinch Group, he joined Profectus Financial Partners. Although he had a fulfilling career, Don’s inner calling compelled him to take the road not taken. Following a vision of empowering people through value-based wealth planning and management, he established his financial consultancy. Now, as founder and CEO of Aha! Financial, Don runs his company with a keen emphasis on conscious planning because life is not just about money. Freedom, fulfillment and love are human experiences people aspire to as they build their financial confidence.

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