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Eric C. Jansen, ChFC®

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After many years working for a large national financial services firm where I provided comprehensive wealth management services to high net worth clients, I realized something was broken in the financial advice industry. And I wanted to fix it.

In the past, you worked, you saved, you retired -- and, in that world, providing a linear financial planning solution for that straightforward path was sufficient. When I founded Finivi, I did so because I knew that wasn’t the world we lived in anymore.

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Today, the definition of work-life balance is being redefined, experiences are more important than things, meaningful work is more significant than greater opportunities, and the sharing economy is just beginning to change the social and economic landscape on a global scale.

Even with so much change, one thing remained the same, the desire for unbiased financial advice, just not delivered in a binder, nor always face to face, but on-demand, personalized guidance that focused more on financial freedom now, than at some distant point in the future, we used to call retirement.

Our Advice-On-Demand monthly subscription service provides clients ongoing access to a team of financial planners, investment advisors, and tech-savvy team members who help guide them to living there best life, by not only making smarter financial choices but also learning to use the latest technology to save both time and money.

As the world continues to change, so do we. Our firm is not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking.

In this new era of digital transformation, we keep our clients informed on the potential impacts of evolving technologies, including blockchain, cryptocurrencies, nanotechnology, quantum computing and the Internet of Things (IoT). Unlike many advisors, we are not afraid to tell them that Bitcoin and other digital currencies and tokens are probably here to stay, and, moreover, may be the future of money.

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Recent Articles by Eric:

This One Mistake Could Cost You Your Stimulus Check

April 13, 2020 by Eric C. Jansen, ChFC®

Economic Impact Payment checks have started going out. If you qualify for a stimulus check and want to be sure you don’t lose it due to one simple mistake, read on. For most Americans who qualify, their stimulus checks will be a direct deposit into their bank accounts, which started on April 11, and will…

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Filed Under: Personal Finance

Haven’t received your stimulus check yet? Here’s why.

April 13, 2020 by Eric C. Jansen, ChFC®

  The IRS began direct depositing stimulus checks on Saturday, April 11, as part of the first wave of payments to go out under the Coronavirus Aid, Recovery, and Economic Security (CARES) Act. The IRS processed 80 million more direct deposits this week. Additional payments will continue to go out in waves in the coming…

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Filed Under: Personal Finance

How to Tap Your 401(k) or IRA Penalty-Free Under the CARES ACT

April 7, 2020 by Eric C. Jansen, ChFC®

The Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” changed the rules regarding retirement plan withdrawals and tax penalties for 2020. Here’s how the new law, also called the coronavirus stimulus package or H.R.748, could let you tap your retirement savings if needed. Retirement plan distributions: Up to $100,000 penalty-free Normally, distributions from…

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Filed Under: Retirement Planning

How and when will I receive my stimulus check?

April 6, 2020 by Eric C. Jansen, ChFC®

One of the key features of The Coronavirus Aid, Recovery, and Economic Security (CARES) Act, the most significant relief package in history, are direct payments to a majority of U.S. taxpayers and their families. Here’s what you need to know about how much your “economic impact payment,” will be and how and when you might…

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Filed Under: Personal Finance

The Top 10 Estate Planning Mistakes to Avoid

March 4, 2020 by Eric C. Jansen, ChFC®

Many people feel estate planning is just for the wealthy, or they have plenty of time before they need to worry about it.  Maybe it’s the term “Estate Planning” that scares people off. It shouldn’t.  Generally speaking, estate planning is simply being certain when you die, your assets get to who you want to get…

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Filed Under: Estate Planning

Tokenized Art: A New Alternative Investment?

Tokenized Art: A New Alternative Investment?

July 3, 2019 by Eric C. Jansen, ChFC®

Have you ever wanted to invest in art? Were you deterred by the high cost to buy a single piece, by not knowing what to invest in, or by concerns about how to store or display it properly to preserve its value? These are key reasons why many people haven’t invested in art, but art…

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Filed Under: Blockchain & Disruption, Investing

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Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

  • Hometown: Chicago, IL
  • Birth Month & Year: November, 1964
  • Favorite Hobby: Goldmining in Nome, AK
  • Favorite Food: Steak at Charley’s Steakhouse in Orlando FL
  • Can't be interrupted when: Watching the Discovery Channel
  • Hidden Talent: Finish Carpenter
  • Something on bucket list: Obtain Helicopter Pilot License
  • Family Pet: Goldfish

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

  • Hometown: Townsend, MA
  • Birth Month & Year: December, 1967
  • Favorite Hobby: Playing Hockey
  • Favorite Food: Chicken Caesar Salad
  • Can't be interrupted when: Watching the Bruins
  • Hidden Talent: Cooking – Makes a great Thanksgiving turkey
  • Something on bucket list: Travel to Italy and Greece
  • Family Pet: Max – our Pomeranian

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

  • Hometown: Nutley, NJ
  • Birth Month & Year: July, 1954
  • Favorite Hobby: Dog Walking
  • Favorite Food: Italian
  • Can't be interrupted when: Listening to Pink Floyd
  • Hidden Talent: Landscaping
  • Something on bucket list: Space Flight - Tourism
  • Family Pet: None

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

  • Hometown: Bellingham, MA
  • Birth Month & Year: July, 1957
  • Favorite Hobby: Cooking and Entertaining
  • Favorite Food: Steak at the Capital Grille
  • Can't be interrupted when: It's family time
  • Hidden Talent: Dog Whisperer
  • Something on bucket list: Spending a couple months on the Almalfi Coast
  • Family Pet: In Between Mastiffs now so a little blue fish “Willy”

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

  • Hometown: Modesto, CA
  • Birth Month & Year: September, 1982
  • Favorite Hobby: Swimming
  • Favorite Food: Mexican Food
  • Can't be interrupted when: I'm cooking
  • Hidden Talent: Climbed Yosemite's Half Dome, twice - no fear :)
  • Something on bucket list: See the Northern Lights and Potty Train my 2 year old
  • Family Pet: Caddy and Sierra – our two cats

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

  • Hometown: Charlton, MA
  • Birth Month & Year: October, 1981
  • Favorite Hobby: Running
  • Favorite Food: Cheesecake
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Interior Design and furniture restoration
  • Something on bucket list: To travel cross-country in an RV
  • Family Pet: Charlie and Nora, both black labs from the same litter

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots, Donna spends her free time travelling throughout the United States looking for new haunted places to explore. She loves to wear her cowboy hat and boots when travelling out west.

  • Hometown: Swansea, MA
  • Birth Month & Year: February, 1961
  • Favorite Hobby: Exploring haunted locations
  • Favorite Food: Pizza
  • Can't be interrupted when: Eating my pizza
  • Hidden Talent: Rollerblading
  • Something on bucket list: Travel to Australia
  • Family Pet:  Had a pet skunk

Danielle Drew

When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including visits to the beach and hiking.  

  • Hometown: Dennis, MA
  • Birth Month & Year: November, 1985
  • Favorite Hobby: Working out, concerts, and exploring wineries
  • Favorite Food: Lobster pot pie, cheeseburgers, BBQ, the list goes on...
  • Can't be interrupted when: Working out 
  • Hidden Talent: Country line dancing
  • Something on bucket list: To hike the 48, 4000 footers of New Hampshire
  • Family Pet: none, hopefully a big dog someday

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

  • Hometown: Melrose, MA
  • Birth Month & Year: September, 1959
  • Favorite Hobby: Golf
  • Favorite Food: Anything at a Patriot’s Tailgate
  • Can't be interrupted when: Watching the Patriot’s Game
  • Hidden Talent: Competitive Volleyball Watcher (Mostly his 2 daughters)
  • Something on bucket list: Play a round of Golf at Pebble Beach
  • Family Pet: Bella, our Shih-poo
 

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