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Leif D
CFP®, Series 65
Hanover, NH
Wadsworth & Daulaire Financial Planners
Leif Daulaire is a CFP® professional with six years of experience, currently serving at Wadsworth & Daulaire Financial Planners in Hanover, NH. His prior roles include positions at Financial Navigators Inc. and Global Rescue LLC. Wadsworth & Daulaire Financial Planners provides comprehensive financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm emphasizes a tailored planning process and generally does not manage client assets or accept discretionary trading authority.
Stephanie Y
Series 65
Hanover, NH
Wadsworth & Daulaire Financial Planners
Stephanie Yaroshevich is a financial advisor at Wadsworth & Daulaire Financial Planners in Hanover, NH, with one year of industry experience. She holds a Series 65 designation and previously worked at Global Rescue LLC for 13 years. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm offers comprehensive and focused planning across various areas and follows a tailored planning process, generally recommending mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.
Eric W
CFP®
Hanover, NH
Wadsworth & Daulaire Financial Planners
Eric Wadsworth is a CFP® professional with 15 years of experience in financial planning. He is a partner at Wadsworth & Daulaire Financial Planners and has previously worked at Financial Navigators Inc. He also serves as an Assistant Professor at Dartmouth College, where he has taught since 2010. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm focuses on a tailored planning process covering investments, retirement, college funding, taxes, estate planning, and insurance, generally leaving investment management to clients or outside managers.
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