Erin Esposito, Team Lead, RIA Services
Erin Esposito is a team lead in RIA services. An employee of the firm since 2010, she provides Commonwealth’s IAR and RIA-only affiliated practices with operational support customized to their fee-only models. Erin received her degree in economics from UMass Amherst. She holds FINRA Series 6, 7, 63, and 65 securities registrations and has completed the CFP® program at Boston University.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.The Truth About Being a Fee-Only Advisor
The realities of running fee-only business can come as a surprise to some advisors. Having a clear idea of what to expect can help make for a smooth transition.
Erin Esposito
07.14.21