Who We Are


Walter Herlihy, CFP, CLU, ChFC
Beacon Financial Planning, Inc.
45 Bristol Drive, Suite 101
South Easton, MA 02375
508-230-3588


 
As President and Chief Investment Officer of Beacon Financial Planning, Walter "Buzz" Herlihy provides comprehensive fee-only financial planning services and investment consulting services. After founding Bristol Investment Management and Retirement Planning Company in 1990, Walter merged his successful practice with that of Beacon Financial Planning in 2005 to help even more individuals and families reach their financial goals.
 
When Walter began his career in 1969 with New England Life Insurance Company, his focus was on IT, not financial planning. A U.S. Marine Corps veteran, his discipline, focus, and leadership ability allowed Walter to progress quickly from a programmer trainee to a director managing a team of up to 35 computer system professionals. With 13 years of behind-the-scenes experience, Walter made the transition to New England Life's marketing department where he helped develop various insurance products. As national marketing manager, Walter managed two major insurance product lines for the company. Prior to becoming a financial advisor in 1990, Walter also developed benefits, deferred compensation, and retirement programs for corporations.
 
Today, Walter and his team offer fee-only planning services to over 400 clients, monitoring more than $200,000,000 of assets. "I'm extremely proud of the reputation we strive to build for trust and integrity," says Walter. "Financial planning can be an intensely personal process. We are committed to delivering the highest degree of service to every individual with whom we have a relationship."
 
Walter earned a B.A. in Philosophy from Stonehill College. He has completed New England Life Insurance Company's Advanced Management Training Program; American College CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) Certificate Programs and the College of Financial Planning's CFP (Certified Financial Planner) certificate program.
 
Walter has also been involved in his community in the following organizations:
  • Stonehill College's Planned Giving Committee - Member
  • Rotary Club of Brockton, MA - Member & Past President
  • Massasoit Community College - Finance Committee Member

Walter was also a founding father of the Easton Youth Soccer League and was a vice president of the Easton Youth Basketball League. When he is not investing, researching and meeting with clients, Walter enjoys spending time with his family.


Linda Barnes Gadkowski, M. Ed., CFP®
Beacon Financial Planning of Cape Cod, Inc.
973 Iyannough Road
Hyannis, MA  02601
508-790-7039

Linda@bfpcc.com

Linda Barnes Gadkowski, M.Ed., CFP® is a Fee-Only financial planner who formed her own investment advisory firm in 1990. Today that business is Beacon Financial Planning of Cape Cod, Inc. (BFPCC) and although she no longer holds in-person client meetings, Linda is an active mentor to Michaela Herlihy and is proud to be an integral member of BFPCC's Board of Directors.
Linda has long been a valued member of the Cape Cod community. The following offers a glimpse into some of her professional and personal accolades:
  • Bachelor of Science in Political Science from the State University College at Cortland, NY
  • Master's Degree in Education in Special Needs from Temple University
  • Certified Financial Planner designation from the College for Financial Planning
  • Author Of “Ethical Excellence,” a CFP® Board Approved Ethics Course
  • Outstanding Woman of the Year in 1989 from the Business & Professional Women of Cape Cod
  • Outstanding Faculty Award in 1995 from Northeastern University's Financial Services Institute
  • Rotary Foundation Paul Harris Fellow Award in 1999
  • Former Adjunct Faculty Member, The College for Financial Planning Since 1993
  • Former Instructor in Financial Planning Courses at Northeastern University
  • Former NAPFA (National Assoc. of Personal Financial Advisors) Member
  • Former National Chairperson of the NAPFA Ethics Committee
  • Former Member of the Town of Barnstable Trust Committee
  • Former Director at Cape Cod Five Cents Savings Bank, Orleans MA

 


Michaela G. Herlihy, CFP®
Beacon Financial Planning of Cape Cod, Inc.
www.beaconfinancialplanningcapecod.com
973 Iyannough Road
Hyannis, MA  02601

Michaela@bfpcc.com

Michaela's career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc., in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her Certified Financial Planner professional (CFP) designation the same year.
 
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she developed a comprehensive knowledge of investing, retirement and college planning, tax evaluation, risk management, and estate planning. Michaela re-joined the family business in 2012 and relocated to Cape Cod to manage our Hyannis office. Upon announcing her transition, 100% of Michaela's existing clients followed her to Beacon. Today Michaela is the President of Beacon Financial Planning of Cape Cod, Inc.
 
Michaela is passionate about helping her clients evaluate their needs and establish sound financial solutions to help them realize their dreams. "There's a great sense of satisfaction when clients share their confidence in the plan we have developed together, noting with their financial house in order they can focus on that which brings them most joy - their business, family, golf, or whatever it may be."
 
Equally important to Michaela is being connected with her community. Most recently, she joined the Board of Directors of Calmer Choice, a non-profit which addresses issues of violence, suicide and self-destructive behaviors in young people, ad the Finance Committee for WE CAN, also a non-profit which helps Cape Cod women navigate significant life changes.
 
Michaela is also dedicated to shaping the future of Cape Cod as an active member of Cape Cod Young Professionals and a graduate and Board Member of the Community Leadership Institute of Cape Cod. In 2014 Michaela was recognized by Cape and Plymouth Magazine as one of the Top Professionals Under the Age of 40.
 
When not working with clients and engaging in volunteer activities, Michaela enjoys cooking for friends and family, practicing yoga and exploring the Cape's gorgeous beaches and trails.
 
 
 

Robin Urciuoli, CPA, CFP
Beacon Financial Planning, Inc.
45 Bristol Drive, Suite 101
South Easton, MA 02375
508-230-3588

Robin Urciuoli grew up in Easton, MA and graduated from the University Of Massachusetts Eisenberg School Of Management in 1996 with a Bachelor’s Degree in Accounting. Prior to becoming a Certified Public Accountant she worked for State Street Bank as a Portfolio Administrator. She began her public accounting career with Adler & Blanchard, CPAs in 1999 and was officially licensed as a Certified Public Accountant in 2003.

She went on to specialize in auditing Nonprofit Organizations with Aubrey, Dixon, Riley & Turgeon CPAs. She later gained experience in auditing auto dealerships and preparing tax returns for highly compensated individuals while with Downey & Company CPAs.

She has been an avid equestrienne all her life and licensed horseback riding instructor for over 15 years. In 2009 she also became licensed as a massage therapist. Most recently she was appointed as a Notary Public by the Commonwealth of Massachusetts.

For the past several years, she has volunteered for the Pan Mass Challenge and American Heart & Lung Association Cape Cod Bike Trek



Peter Deschenes
Office Manger
Beacon Financial Planning, Inc.
45 Bristol Drive, Suite 101
South Easton, MA 02375
508-230-3588

 

Peter@BeaconFinancialPlanning.com

Seven Years Experience In The Investment And Financial Planning Industry

  • Has Worked At Beacon Financial Planning, Inc. Since 2005
  • Has Taken Several Courses At Boston University’s Certified Financial Planner Program
  • Member Of The Town Of Easton, MA Planning & Zoning Board


 

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