Menu
 
 
 

Ara Diloyan

CFP®, AIF®, CLU®, RICP®

VP, Financial Planner, Private Client Group

Professional Experience

Ara joined Sentinel Benefits & Financial 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.

Schedule a Meeting

I am fortunate to be in a position where I make a positive impact on families and help them achieve 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 FINRA's BrokerCheck.

LinkedIn Email Ara Diloyan

Thought Leadership

Estimating Your Retirement Income Needs

Read More

10 Years and Counting: Points to Consider as You Approach Retirement

Read More

Five Investment Tasks to Tackle by Year-End

Read More

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.