Neil G. McInnis
CFP®, AIF, CLU, Managing Partner
Investment Advisor Representative
Neil G. McInnis is a partner and co-founder of Pension & Wealth ManagementAdvisors. Neil started in the insurance and benefits business in 1986. Over the past 30 years Neil has worked extensively with retirement plan sponsors and participants giving guidance on investment education, allocation strategies and the development of investment policy statements. He has a Chartered Life Underwriter designation from the American College and is a Certified Financial Planner. Neil holds an A.I.F. (Accredited Investment Fiduciary) designation from the Center for Fiduciary Studies at the University of Pittsburg.
Neil has also been a member of the American Academy of Orthopedic Surgeons “Life after Orthopedic” education facility since 2006. He has been a guest presenter at the A.A.O.S. national conference. He has presented topics on retirement planning, preservation of “human capital” and time segmentation of investment allocation.
Neil is an avid cyclist and skier. He is also a member of NEMBA (New England Mountain Bike association). Neil resides in Belmont, Massachusetts.
Charles A. Ferrone
Charles A. Ferrone is co-founder of Pension Wealth Management Advisors. For the past 35 years he has worked in wealth management focusing on retirement planning, investment planning and estate conservation and distribution.
He holds a bachelor’s degree in economics from Dickinson College and earned his Chartered Life Underwriter and his Chartered Financial Consultant designations from The American College. He saw military service as an officer in the Adjutant Generals Corp of the U. S. Army.
Charles was also President of Pension and Compensation Planners, Inc., a firm he lead for over 25 years ago which established retirement plans for closely held corporations.
He was also President of both The Boston & The New England chapters of the General Agents and Managers Association, Director of the Northeastern University Insurance Institute, member of the Boston Management Roundtable and Who’s Who in Finance and Industry.
Jack Burke started his career as a Financial Advisor with MassMutual upon graduating from college. He then moved on to an independent Registered Investment Advisor and joining Pension & Wealth Management Advisors with a broad range of wealth management experience.
Jack graduated from the University of South Carolina with a Bachelor of Science in Finance from Darla Moore School Business. He is currently enrolled in the CFP program at the College of Financial Planning.
Client Services Coordinator
Estela Aviles is our Client Services Coordinator with over 10 years of experience in customer service and office administration. Estela has been with Pension Wealth Advisors since 2016 and is an integral part of our team.
Estela holds a Bachelor’s Degree in Literature and Education.
Estela resides with her parents and son in Waltham, MA. Estela has a great passion for the performing arts. She devotes much of her free time making films or doing theater plays as an actor. She also enjoys painting, reading books, and writing. Her most current project is titled: “Tool Box: A Guide to Successful Acting in New England”.