Director of Investment Strategy
935 Jefferson Blvd.
Warwick, RI 02886
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.
- 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
Long Term Care Insurance
Charitable and Civic Organizations
Member of the CFA Society Providence