Partner and Wealth Management Advisor
Kevin Dufault, CPFA is a Partner and Wealth Management Advisor, responsible for financial planning and overall wealth management strategies. Kevin focuses on cash flow forecasting and goals-based financial planning. Kevin also earned his Certified Plan Fiduciary Advisor designation to provide extensive support in strategizing and administering corporate retirement plans.
Kevin earned his Bachelor’s Degree from The College of Holy Cross in Worcester, MA. Prior to founding Veritas, Kevin enjoyed a career at Merrill Lynch for five years. Kevin now resides in Boston, MA.