Westport Resources (www.westportresources.com), a leading independent investment and financial planning firm serving individuals, families, municipalities and institutions around the world, is pleased to announce the addition of three financial planning specialists to its Private Client Group (Westport Resources Management, Inc.): Emily Boothroyd, CFP®, JD, Felix R. Serrano, CFP®, JD and Herbert C. Rosenthal, CLU®, ChFC®. Together with Chris DeLaura, CFP®, they provide targeted expertise in all major areas of financial planning, including estate and tax planning, insurance, real estate, liability management, municipal benefits advisory as well as asset allocation and securities analysis.
John Vaccaro, CEO of Westport Resources, said: “We are very excited to expand our Private Client Group financial planning team in this manner. With these added professionals, I believe we now have one of the most highly trained teams of planning professionals in our area. Herb is a long-time, valued member of our Westport Resources family now taking on an expanded role, and Emily and Felix are much-welcomed additions. I congratulate them on assuming these important roles. I believe that our clients will benefit greatly from their targeted areas of expertise.”
Westport Resources plans to add junior planning specialists to its growing Private Client Group team as well; the firm is recruiting recent college graduates with a Certified Financial Planning major for the positions.
Mr. Rosenthal has been affiliated with Westport Resources since 1987 as a Municipal and Business Planning Specialist. His expertise lies in municipal benefit programs; he has a unique understanding of issues confronting towns and cities. He was an elected official in the Town of Newtown, Conn., (28,000 residents) and for five terms, he served as the Town’s First Selectman, the Chief Executive Officer. He also served as Chairman of the Newtown Board of Education and was Chairman of the Board of Education Connection, serving 33 towns in Northwestern Connecticut for 10 years. Rosenthal also specializes in risk management activities including life insurance, disability income and employer benefit programs, group insurance, retirement plans and executive compensation programs. He holds securities licenses and an insurance producer's license for life, annuities, accident and health, and property and casualty. Rosenthal holds a B.A. in government from Fairfield University in Fairfield, Conn., and holds the CLU® and ChFC® designations from The American College in Pa.