Renee W. Senes CDFA™ » Financial Experts

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Renee W. Senes CDFA™

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Senes & Chwalek Financial Advisors Address 152 East Bare Hill Road Harvard MA 01451 Address 81 Middle Street Concord MA 01742 Phone: (978) 456-9600 Fax: (978) 369-2267 Website: www.senesandchwalek.com
About

Senes & Chwalek offers investments, portfolio management, retirement planning, college planning and insurance to help individuals, families and business owners achieve their financial goals. Our offices are in Harvard and Concord.

Renee is also a Certified Divorce Financial Analyst (CDFA), a financial neutral and a trained mediator. She specializes in working with clients, their attorneys or mediators through all phases of the divorce process to help them gather and compile financial information, compare and contrast scenarios of possible settlements, and grasp the impact of the various options both now and for their future well-being. Having gone through a divorce herself, Renee’s desire is to help her clients understand and manage the financial issues so they can look forward to a stable future and comfort and competence dealing with money.

A frequent lecturer, Renee covers topics including:
• Maximizing Social Security
• Money and Divorce
• Retirement Planning for Small Business Owners

Renee is an active member of her community serving on the Board of the Divorce Center, and the Steering Committees of the Women’s Business Network and MWCoC Professional Women’s Network. She is a consultant to the Special Educational Surrogate Parent Program.

A former teacher, Renee enjoys educating her clients and encouraging them to be active participants in their financial futures.

Securities and investment advisory services offered through Voya Financial Advisors, member SIPC Senes & Chwalek Financial Advisors is not a subsidiary of nor controlled by Voya Financial Advisors, Inc.

** Denotes Collaboratively Trained Professional