Dan Forbes, CFP®, Neighbor

I grew up in Coventry and East Greenwich, Rhode Island. I am a CFP® (Certified Financial Planner) and the owner of Forbes Financial Planning, Inc. I provide financial planning services to individuals and small businesses. One of my specialties is educating Rhode Island teachers about reducing expenses and increasing returns in 403(b) retirement accounts.

My website is www.Forbesplanning.com and I can be reached at dforbes@forbesplanning.com.