PORTSMOUTH, R.I. — Proactive Financial Solutions 360, recently launched two new Rhode Island offices in Portsmouth and Rumford.
PFS360 is a wealth management firm that specializes in personal and small business financial services including tax, investments, and financial planning.
“Our mission is to help foster a bright financial future in the lives of our clients. We strive to provide for a cohesive plan that incorporates values, aspirations, and goals at the personal & business level. We look at our client’s current financial situation from a 360 viewpoint and develop a comprehensive plan that defines future opportunities, risks, and methods to achieve goals,” said Chris Gauthier, director of financial planning and tax at PFS360.
The firm institutes a proactive approach to wealth management that will aim to greatly increase the likelihood of long-term financial health for clients.
In the years that the team members have been in practice in this industry, they have seen all too often that individuals, families, and businesses have left potential net worth on the table by going about their financial lives from a reactive viewpoint. A proactive 360 viewpoint allows an effort to control specific situations by creating positive outcomes.
PFS360 is helmed by Christopher Gauthier, director of financial planning and tax, of Rehoboth, Mass., and David Silvia, director of investment operations of Middletown.
Chris has 15 years of combined experience in the industries of investment services, public accounting, and financial planning. He is a certified public accountant (CPA), personal financial specialist (PFS), and certified financial planner (CFP). He holds a master of science in accounting (MSA) from the University of Massachusetts Boston, an MBA from Bryant University, and a bachelor of arts (BA) in liberal studies from Providence College. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association of Rhode Island.
Dave has more than 25 years of combined experience in financial services as an investment adviser, financial planner, and institutional wealth manager. He is a certified financial planner (CFP) and has passed the FINRA Series 7, 24, 63 & 65 exams. Dave holds a bachelor of arts (BA) degree in international affairs and political science from the University of California at Santa Barbara. Prior to joining PFS360, Dave worked as a senior investment adviser and financial planner, investment operations consultant and technical specialist.