Merrill Lynch

RPg Insurance Solutions, located in Burlington, MA, offers an independent approach to financial planning, focusing on creating secure retirements, protecting families, and providing workplace benefits. With a comprehensive range of insurance products and solutions, the company is dedicated to helping clients realize their most cherished financial goals. Led by experienced professionals, including CEO David Gatti and Senior Director Mark Bourgeois, RPg Insurance Solutions combines expertise in asset allocation and financial planning to cater to both individual and business needs. The team emphasizes a goal-focused approach, ensuring that each client's unique desires are met with tailored strategies and solutions. Generated from the website

Before I became a financial planner, I worked in the corporate and tax-exempt retirement plan business. I could see that many people in retirement plans weren’t doing the right things to prepare for their future, and thought I could help them more directly. When I’m not working, I love traveling to interesting places with my family and meeting fun people. We even own property in Belize. Our twin boys both play hockey, and I’m trying to figure out if I can build a rink in my backyard here in Massachusetts.