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Press Release
FOR IMMEDIATE RELEASE (July 25, 2005)
 Emily R. O’Hara has joined Back Bay Financial Group, Inc. (BBFG), a wealth management services firm with locations in Boston, Wakefield and South Yarmouth, Mass. The firm, with more than $200 million in assets under management, has been named for three consecutive years as one of Bloomberg magazine’s top wealth managers.
O’Hara comes to BBFG from a background in financial services companies where she was a ParaPlanner and a Planner Intern, developing and implementing referral and client acquisition programs, and processing client data for financial plans and investment applications.
“Emily is proficient in specialized Financial Planning software and Investment Management software,” said John H. LeBlanc, CFP®, Co-founder of BBFG. “As she continues her financial planning education, the skills she will bring to our firm will complement the integrated services we provide our clients.”
In the process of studying for her Masters degree in Financial Planning from Bentley College, she is also pursuing her Certified Financial Planner® designation. Her role at Back Bay Financial Group is Financial Planning Assistant. O’Hara holds a Bachelor of Science degree in Business Administration from Stonehill College with a concentration in Finance and a Minor in Economics.
All BBFG advisors hold the Certified Financial Planner™ designation. They practice a Fee-Only philosophy endorsed by the National Association of Personal Financial Advisors, in which they are compensated solely by fees paid by their clients and not from any other source. The company was founded in 1997 by LeBlanc and Robert D. Siefert, CFP®. Their practice includes wealth management services for individuals, families, endowments and foundations, trusts, charitable organizations and small businesses.
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