Philippe E. Berthoud
Philippe E. Berthoud is a financial advisor and a Registered Representative of United Planners Financial Services. He holds Series 7, 63, 65 and 24 securities licenses, and is licensed for life and health insurance in Massachusetts and several other states.
Philippe joined The Retirement Financial Center in the fall of 2006. During the past 12 years, he has served in various capacities, including: financial planning, college planning, trading, teaching classes, and compliance officer.
Philippe has a diversified cultural background and work experience. He grew up in Aix-en-Provence, France and later played soccer professionally, and served as a Sports Minister after college. Philippe founded and ran a non-profit soccer ministry for seven years, and coached soccer at the collegiate level. Over his career he has developed strong financial planning, business, and leadership skills.
Philippe graduated from Gordon College with a Bachelor of Arts Degree in Economics. He and his wife live on the North Shore. They have four children, the oldest in California pursuing an acting career, two in college, and the youngest attends high school.
William E. Riquier
William E. Riquier is a Registered Representative of United Planners Financial Services, holding Series 7 and 66 licenses. He is also a licensed life and health insurance producer in Massachusetts.
Bill has extensive experience in various Analyst roles, providing senior corporate management with the intelligence capabilities they need for decision making, performance appraisal and report development.
In the wake of the Sarbanes-Oxley Act of 2002, Bill also performed testing and auditing of corporate financial controls for publicly traded companies in the Boston area. CFOs and Controllers from a number of local companies relied on Bill’s work to ensure they had the proper systems in place to prevent and detect serious errors and fraud.
Bill has his Bachelor’s degree from Tufts University and his MBA from Boston University. He lives on the North Shore with his wife Margaret and their two daughters.