TFC Financial Management, based in Boston, MA, is ranked No. 69 on the 2021 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.3B
Years in Business: 41
Accounts Under Management: 1,300
Previous appearances on FA 100 List: 0
Renée Kwok, President & Chief Executive Officer
Daniel Kern, Chief Investment Officer
260 Franklin Street, Suite 1888, Boston, MA 02110