Al Cumplido

Director of Investment Research

Biography

Al Cumplido is the Director of Investment Research 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

121-20151106-261117

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067