Al Cumplido

Biography

Al Cumplido is the Director of Investment Strategy of Independence Financial Partners. Since purchasing his first stock at the age of 13, Al has maintained a deep rooted passion for improving peoples lives through finance. As Director of Investment Research, Al assists IFP Advisers as well as his own clients, with broad based market research analysis, asset allocation strategy, and portfolio construction.

Al also chairs IFP's Investment Advisory Board, where he gathers various investment thought leaders, CFA's, PhD's, Portfolio Managers, and other high level investment talent from across the country to stress test IFP's research and to discuss the topics that matter to IFP Advisers and their clients..

Al studied Resource Economics at Umass Amherst and is a CFA Level II candidate. He currently resides in Providence, RI.

Focus

• Investment & Asset allocation Strategies
• Global Capital Market Analysis
• Investment Product Evaluation
• Retirement & Wealth Distribution Strategies
• Corporate Retirement Planning Services
• College Savings Plans
• Estate Planning Strategies
• Life Insurance
• Long Term Care Insurance
   

Charitable and Civic Organizations

• Member of the CFA Society Providence

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