Noel Dulac, CFP®, ChFC®, C(K)P™, CPFA, AIF®

Noel Dulac, CFP®, ChFC®, C(k)P™, CPFA®, AIF®
Managing Partner
Phone: 978-689-6906
Fax: 978-418-9151
40 Shattuck Road, Suite 306
Andover, MA 01810

Noel began his career with Boston Partners in 1995. Since then, he has been dedicated to assisting families, businesses, and professional individuals to develop and achieve their unique financial goals.

Noel graduated from Bentley University with a BS in Finance. He earned his Long-Term Care Certificate from the Corporation for Long-Term Care, Financial Planning Certificate from Kaplan University further being awarded the designations of Certified Financial Planner™ from the CFP® Board of Standards, Chartered Financial Consultant ChFC® from The American College, Accredited Investment Fiduciary AIF® from FI360 and Certified 401(k) Professional, or C(k)P™ from The Retirement Advisory University. Noel also is a Massachusetts Notary Public.

Noel is a multi-year Qualifying Million Dollar Round Table (MDRT) member. He is also a perennial John Hancock ACE conference qualifier. Qualifying for ACE puts Noel among “the best of the best” in the John Hancock Financial Network. He has also been chosen as one of the 2020 Financial Times 401 Top Retirement Plan Advisors and the firm's recognition as named one of the NAPA Top Defined Contribution (DC) Advisor Teams for 2021.

He is a member of The Financial Planning Association (FPA) and NAPA. The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support, and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process. NAPA is the National Association of Plan Advisors. As a professional society, NAPA is uniquely committed to seven core principles of advisors serving employer-sponsored retirement plans.

Noel’s area of expertise is in the 401(k), DC consulting, and retirement plan marketplace. As a member of RPAG, Noel has access to services, including Retirement Plan Benchmarking and Analysis. Through his affiliation with Royal Alliance Associates, Inc., he can access products and services for Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Long-term Care Insurance, Asset Protection, Survivorship Protection, and College Funding.

Noel’s mission is to help his clients accumulate, enjoy, protect, and distribute their wealth in the most tax-advantaged ways possible. He assists his clients in prioritizing their most important financial goals by listening to their needs and desires for the future. Based on these needs, he tailors specific financial strategies for each client.

Noel currently resides in Chelmsford, Massachusetts, with his wife Angela and their two sons Gianpaolo and Luciano. He enjoys boating, skiing, golfing, and spending time with family and friends. Noel also coaches baseball and football in the Chelmsford town leagues.

Award Disclosures

MDRT

• Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.