Quentin W. Climer, CRPC®

Investment Advisor Representative
15 Caswell Ln, 2nd Fl.
Plymouth, MA 02360

Quentin is the Senior partner at Flagship Harbor Advisors in Plymouth, MA. Quentin began his career in finance after graduating from Bentley University in 1995. He has focused his career on financial planning and the design and implementation of these financial plans for individuals and small business owners.
Quentin works with clients to integrate all aspects of their financial picture, their goals and risk tolerances before designing personal financial plans. His mission is to provide strategies designed to help clients pursue their financial and life style goals while always keeping their risk profile in the forefront. Quentin wants to build lasting relationships with his clients and provide confidence and clarity that they seek in building, managing and preserving their wealth. Quentin holds his Securities representative (Series 7) registration with LPL Financial, his Investment Advisor Representative (Series 65) registration with Flagship Harbor Advisors, and Life Accident and Health Insurance licenses. Quentin also holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. As a Charter Retirement Planning Counselor (CRPC®) he follows a strict code of ethics in developing, implementing and monitoring each client's financial plan and investment strategy.
Prior to joining Flagship Harbor Advisors, Quentin was a Vice President at AIG, AXA Distributors, Columbia Management and a financial advisor at Cohen and Associates.
Quentin is originally from Norwell, MA and has been on the South Shore his entire life. He enjoys most sports, loves to spend time with friends and family. His hobbies are boating, fishing, motorcycles and he also shoots competitive Skeet and Sporting Clays. He currently lives in Plymouth, MA with his two children Quentin and Sophia.
CRPC conferred by College for Financial Planning.

 

 

Phone (508) 746-3077
Fax (508) 747-8939
Mobile Phone (617) 686-2504