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Herbert K. Daroff, JD*, CFP®

Herbert K. Daroff, JD*, CFP®

Agency Director / Estate & Business Planning Focus

Herb is an attorney by education and very proud to be a financial representative by profession. He focuses on Estate and Business Strategies for Baystate Financial in Boston where he provides custom case design. He has been actively involved in the financial services industry since 1973. Herb is on the faculty at Bentley University in Waltham, MA.

Mr. Daroff graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University - School of Law with a J.D. in 1979. Herb is very active in volunteer efforts in his community and the financial services industry. He is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee.

Herb's creativity, experience, and resourcefulness enable him to work very well with clients and their professional advisory team in order to implement responsive solutions for financial objectives. Herb is contributing editor for LIFE & Health Advisor.

His areas of focus include:

  • Estate Conservation
  • Family Business Continuity Strategies
  • Creative Incentives for Selected Key Executives
  • Voluntary vs. Involuntary Philanthropy

 

* Licensed but not practicing.