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Penelope Tzougros, PhD, ChFC, CLU

Penelope S. Tzougros, PhD, ChFC, CLU

For over thirteen years I was a Professor at Northeastern University and Hellenic College. My academic training in researching and explaining complex ideas carried over to serving my financial planning clients. It also led to my creating radio and television shows, seminars, articles, and three books. The second edition of Long-term care: How to make decisions that are right for you will be available in Kindle and soft bound in April 2016. The newest book, Home Sweet Home – Or Not is in process.

Happily, I joined Bay Financial Associates in 1986 and have been surrounded by extraordinary colleagues who have taught me a great deal. Simultaneously, to reach a national audience, I created Wealthy Choices® and took on being registered in all 50 states. I have offered seminars and been interviewed on radio and television all over the United States.

I love to see people retire with confidence, optimism and a plan for sustainable income. For those who understand that retirement planning has to address their health, their portfolios, values, legacy, worries, Social Security, Medicare and a host of interpersonal issues, I am an appropriate advisor. IF you have a pressing question about your retirement, call or email. Let’s talk. I’m here to help.


E-Mail: penelope@wealthychoices.com
Web Site: Wealthy Choices
Phone 781-893-0909 x238