Ara Diloyan

CFP®, AIF®, CLU®, RICP®

Director of Wealth Management

Professional Experience

Ara joined Sentinel Group in 2013 and today serves as a Senior Financial Planner. He is a Registered Representative of Sentinel Securities, Inc. and an Investment Advisor Representative of Sentinel Pension Advisors, Inc. Ara previously worked as an Analyst within the fund accounting area of The Bank of New York Mellon from 2009 to 2013.

Ara offers fee-based investment management and financial planning services to individuals and their families, and is firmly committed to building long-term relationships with his clients. Whether it’s planning for college expenses, retirement, or protecting everything important to you. Ara is passionate about helping his clients succeed and strives to fully understand their specific needs in order to help them realize their financial goals.
 

Educational Background and Certifications

  • Suffolk University, Boston, MA – Bachelor of Science – Finance
  • FINRA Series 6, 63, 65 & 7
  • CERTIFIED FINANCIAL PLANNER™
  • The Commonwealth of Massachusetts – Life, Accident and Health Insurance licenses
  • Accredited Investment Fiduciary®, AIF®
  • Chartered Life Underwriter®, CLU®
  • Retirement Income Certified Professional®, RICP®

Hometown

Winchester, MA

Out of the Office

Ara enjoys basketball, soccer and spending time with his wife and sons, Ara, Jr. & James

Check the background of this investment professional on the SEC’s Investment Advisor Public Disclosure website

Personal Quote

“I am fortunate to be in a position where I make a positive impact on families and help them achieve their financial goals.”

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