Gregory A. Daoust, CPA
Greg recently joined Bay Financial Associates, LLC as a financial advisor in strategic partnership with Joseph A. Donovan, JD, LL.M.
He began his professional career as a Certified Public Accountant at Price Waterhouse in Boston over 35 years ago. After leaving Price Waterhouse he continued practicing as a CPA, serving high net worth individuals and their businesses. For the past 18 years he has also been assisting clients with their insurance and investment needs.
Greg is a graduate of Boston College and has an MBA from the University of Michigan. He is a member of the American Institute of Certified Public Accountants (AICPA) and has their Personal Financial Specialist designation (CPA/PFS), described on the AICPA’s website as follows:
“A CPA/PFS is more than a financial planner - he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning - including estate, retirement, investments and insurance - have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.” *
Phone: 781-893-0909 x225
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* American Institute of Certified Public Accountants. LPL Financial and Bay Financial Associates do not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.