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Financial Planning

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Do you ever wonder if you’re doing enough to plan for your financial future?
Do you worry how you’ll pay for your kids’ college or your own retirement?

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RCB has a long-standing partnership with Gino P. Molettieri, an experienced Financial Planner and Investment Advisor Representative at Lumen Wealth Management.
Gino helps both individuals and businesses establish and maintain their long-term financial goals. He uses time-tested approaches, treats your money responsibly, and works with you to adjust your plan as your needs or financial picture changes.

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Gino’s top priority is learning about his clients and treating them like people, not portfolio balances. Your relationship with Gino begins by sitting down and getting to know each other. How else could he tailor investments to your individual needs?

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Lumen Wealth Management offers the following investment and insurance options:
  • Individual Stocks, Mutual Funds and ETFs
  • Individual Retirement Plans: Traditional IRA, Roth IRA, SEP or Simple IRAs
  • Business Benefit Plans: 401K, Defined Benefit Plans, Health and Dental Insurance Plans, Group Life and Disability
  • Individual Life, Disability and Long Term Care Insurance

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You don’t have to know the difference between a REIT and a UIT when you come to see us. Gino will explain it to you if you’re curious; but, if you’re not, that’s okay too! Some people want a more hands-on role in the process; others want less to do with it. Either way, we want you to be confident and secure in the knowledge that your money is working effectively for you.

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For more information or to get started, feel free to contact Gino directly.
Call 781.247.5918
Email gino@lumenwealth.com

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Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, an Investment Advisor Representative. 55 Walkers Brook Drive, Suite 301, Reading, MA 01867. (781) 247-5918. Not a deposit. Not FDIC Insured. Not Bank Guaranteed. May Lose Value. Fixed insurance products and services offered by CES Insurance Agency or Lumen Wealth Management.

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Check the background of this investment professional on FINRA's BrokerCheck.

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About Gino
Gino Molettieri is a Registered Investment Advisor Representative and has had a partnership with Reading Cooperative Bank since 2009. He has been helping individuals, families and businesses strengthen their financial positions since 2002. Offering prudent Investment, Estate and Business Planning advice is at the core of Gino’s practice. Gino is available, by appointment, to consult with bank customers on all of their investment needs. Gino holds a B.S. in Economics from Northeastern University, in addition to a Securities Brokers License with FINRA and the SEC. He is a four-time recipient of the Boston Magazine Five-Star Wealth Manager Award, including most recently in 2013. Gino lives in Reading with his wife Anna and children, Isabel, Lydia and Ethan. He is actively involved in the Reading Chamber of Commerce, Reading Lions Club, Reading Youth Softball and Reading Youth Hockey.

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Gino Molettieri is employed by Lumen Wealth Management and securities are provided by Commonwealth Financial Network.

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This communication is strictly intended for individuals residing in Massachusetts. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services.

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