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Financial Strategies Retirement Partners (FSRP) Employee Directory

Financial ServicesNew Hampshire, United States11-50 Employees

Financial Strategies Retirement Partners (FSRP) operates as an independent financial advisory and investment management firm headquartered in Bedford, New Hampshire. The firm focuses on 401(k) retirement plan consulting, fiduciary support, and personalized wealth management for individuals, business owners, and employers. Its team guides clients across corporate retirement plans and wealth management accounts, with assets under advisement totaling more than $2.43 billion as of March 2025.

FSRP is affiliated with Commonwealth Financial Network®, operating as an independent registered investment adviser and broker-dealer, and acts as a co-fiduciary on every 401(k) plan it manages. Securities and advisory services are provided through Commonwealth Financial Network, a registered investment adviser; financial planning is offered by FSRP, with fixed insurance products separate from Commonwealth. Based in Bedford, New Hampshire, the firm serves individuals, business owners, and employers seeking retirement planning and wealth-management guidance.

Find Financial Strategies Retirement Partners (FSRP) employees' phone numbers or email addresses

Financial Strategies Retirement Partners (FSRP) Global Highlights

Location
Employees

North America
35

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  • United States Of America
    35

Financial Strategies Retirement Partners (FSRP)'s Leadership

  • Stylized image of a person
    C. D.
    President
  • Stylized image of a person
    N. P.
    Co-Founder & Chief Executive Officer
  • Stylized image of a person
    F. B. A.
    Financial Advisor - Senior Retirement Plan Consultant
  • Stylized image of a person
    D. P. C.
    Financial Advisor
  • Stylized image of a person
    S. M.
    Associate Professor Department Of Occupational Therapy

Financial Strategies Retirement Partners (FSRP) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Branding
  • Accounting
  • Administrative
  • Other
  • Consultant

Contact profiles from Financial Strategies Retirement Partners (FSRP)

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. D.
    President
    Jan 30, 2025
  • Stylized image of a person
    N. P.
    Co-Founder & Chief Executive Officer
    Nov 21, 2024
  • Stylized image of a person
    F. B. A.
    Financial Advisor - Senior Retirement Plan Consultant
    Oct 21, 2024
  • Stylized image of a person
    D. P. C.
    Financial Advisor
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Associate Professor Department Of Occupational Therapy
    Oct 16, 2024

Frequently Asked Questions

What is Financial Strategies Retirement Partners (FSRP) known for?

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Financial Strategies Retirement Partners (FSRP) was founded in 1995 operates in the Financial Services industry. Explore Financial Strategies Retirement Partners (FSRP)'s company overview page for more information.

What is Financial Strategies Retirement Partners (FSRP)'s most common email format?

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Financial Strategies Retirement Partners (FSRP) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Strategies Retirement Partners (FSRP) email formats with LeadIQ.

How many employees does Financial Strategies Retirement Partners (FSRP) have currently?

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Financial Strategies Retirement Partners (FSRP) has approximately 21 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Financial Strategies Retirement Partners (FSRP)'s key employees and leadership?

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As of August 2026, Financial Strategies Retirement Partners (FSRP)'s key employees include:

  • President: C. D.
  • Co-Founder & Chief Executive Officer: N. P.
  • Financial Advisor - Senior Retirement Plan Consultant: F. B. A.
  • Financial Advisor: D. P. C.
  • Associate Professor Department Of Occupational Therapy: S. M.

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