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Andrew Gomes

Advisor at Empower Advisory Group — Somerset, MA

Updated today

Credentials

Series 66

Experience

4 years

Location

Somerset, MA

Empower Advisory Group logo

Empower Advisory Group

Enterprise

Total advisors

2,014

Across 1,087 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 Typical

HNW client ratio

7% Low

About

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

See office

Somerset, MA

Somerset MA

Advisors at this office

1

Most active in

Massachusetts

Work history

4 years of industry experience

Empower Financial Services, inc

2024 - Present • 2 years

Greenwood Village, CO

Empower Advisory Group

2024 - Present • 2 years

Greenwood Village, CO

Bank of America, N.A

2024 - 2024 • 1 year

Providence, RI

Merrill

2024 - 2024 • 1 year

Providence, RI

fidelity Investments

2021 - 2024 • 3 years

Smithfield, RI

HomeMaker

2019 - 2021 • 2 years

Tiverton, RI

Plum Marketing

2019 - 2019 • 1 year

North Dartmouth, MA

Newport Jeep

2019 - 2019 • 1 year

Middletown, RI

Att

2018 - 2019 • 1 year

North Dartmouth, MA

Aquidneck Pools and Spa

2018 - 2018 • 1 year

Portsmouth, RI

UnEmployed

2017 - 2018 • 1 year

Pawtucket, RI

Cardis Furniture

2017 - 2017 • 1 year

South Attleboro, MA

Thryv Inc (DEX MEDIA)

2017 - 2017 • 1 year

Worcester, MA

Verizon wireless

2015 - 2017 • 2 years

Bellingham, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Joy L

Series 65

Barrington, RI

Connective Wealth Partners, LLC

Joy joined The Financial Gym in 2017 as a Certified Financial Trainer. She worked with people at every stage of their financial lives. Some were just getting started, some were paying off debt, and others were growing their wealth or planning for big life changes. In each case she helped them make confident, informed choices that fit their own goals. After passing the Series 65 exam in 2024, Joy became an Investment Adviser Representative. She serves clients through Connective Wealth Partners, LLC (“CWP”), an SEC-registered investment adviser that operates The Financial Gym Advisors and Private Wealth Collective as d/b/a names. Joy holds a B.S. in Advertising and Marketing Communications from Johnson & Wales University. Before she started in personal finance, she spent five years at creative advertising agencies, including BBDO New York and Burns Group. She worked on campaigns for household brands such as Mars Chocolate (M&M’s and Dove), Yellow Tail wine, Post Foods and Ricola. Studying what drives people to buy shapes how she thinks about behavioral finance today. She helps clients understand the “why” behind their spending and saving habits, so they can make money decisions with more clarity and confidence. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis investment approach with a long-term orientation and manages diversified portfolios including ETFs, equities, bonds, mutual funds, and alternative investments.

Cash flow / budgeting Debt management Retirement income strategy Early retirement planning Life coaching / goal alignment Financial coaching / therapy Behavioral coaching / decision support
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Kurt J

Series 63, Series 65

Barrington, RI

Income Associates

Kurt Jamiel is the principal advisor at Income Associates, an independent firm based in Barrington, RI. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Cetera and Summit Financial Group. Outside of advising, he owns and operates Quiet Keeper LLC, a sales and service business. Income Associates provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and businesses. The firm emphasizes client-specific, discretionary investment strategies using a mix of fundamental, technical, and quantitative analysis, often implementing third-party model portfolios and sub-advisors while offering ERISA 3(21) fiduciary services for employer-sponsored retirement plans.

General retirement planning Income planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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Earle J

Series 65

Westport, MA

Boselah Investments

Earle Johnson is a financial advisor at Boselah Investments with 11 years of industry experience. He holds a Series 65 designation and has led Boselah Investments since 2014. His background includes public accounting and commercial banking. Boselah Investments provides discretionary investment management and tailored portfolio services for individuals, high-net-worth investors, businesses, and trusts. The firm employs a range of instruments and strategies, including fundamental, technical, and cyclical analysis, and conducts active trading primarily through Interactive Brokers’ platform.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Steven A

CFP®

Swansea, MA

GrowthFocus Wealth Management LLC

Steven Antunes is a CFP® professional with six years of experience in financial advisory roles. He is the sole advisor at GrowthFocus Wealth Management LLC in Swansea, MA, where he has worked since 2020. His prior experience includes positions at CITIZENS Bank and SK Wealth Management, LLC. GrowthFocus Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm employs a long-term, fundamental analysis approach using primarily low-cost, diversified mutual funds and ETFs, with portfolios customized to client goals and risk tolerance.

General retirement planning Income planning General tax planning Wealth management
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Abel P

Series 63, Series 65

Taunton, MA

Pizarro Advisors

Abel Pizarro Jr. is a financial advisor at Pizarro Advisors in Taunton, MA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. He has minority ownership in a cannabis dispensary and an affiliated real-estate holding entity. Pizarro Advisors is an independent, single-advisor firm offering financial planning, business consulting, and wealth management services to individuals, companies, and other investment advisers. The firm’s investment approach focuses on asset allocation guided by fundamental analysis and macroeconomic factors, incorporating political developments, and providing both discretionary and non-discretionary management with regular portfolio reviews.

College savings (529s, UTMA, etc.) Business ownership considerations Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner
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Roger S

Series 65

Fall River, MA

Northeast Capital Management, Inc.

Roger Saint Pierre is a Series 65-licensed financial advisor with 30 years of industry experience. He has been with Northeast Capital Management, Inc. since 1999 and also has a long-standing association with Rhs Associates dating back to 1973. Northeast Capital Management provides discretionary investment management services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs both fundamental and technical analysis and implements client-specific portfolios using a range of strategies tailored to each client’s objectives.

Active portfolio management
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