Decades of Experience. One Independent Perspective

For almost 40 years, Al Sr. has been providing high-quality comprehensive financial planning to clients across the nation. As the chairman and founder of Financial Freedom, LLC., it was Al Sr.’s decision to pursue a fee-only model, which ultimately shaped the entire future of his practice. Al Sr. was drawn to owning a fee-only financial planning firm because he knows the importance of transparency. He never wanted clients to question the integrity of his advice, thus the importance of a fee-only approach.

Al Sr. is no stranger to hard work and has experience in the oil and real estate industries dating back to 1965. Interestingly, Al Sr. has found his real estate experience invaluable when it comes to understanding the complexities of retirement and financial planning. Al Sr.’s keen business acumen has allowed him to excel in these diverse business fields. Al Sr. is a tremendous role model when it comes to his tenacity, leadership, common sense, and customer service.

A proud grandfather of five, and a recent great-grandfather, Al Sr. enjoys spending time with family and traveling the world.

Qualifications

  • Prior to 6/1/26, managed $450 million of client assets custodied at Fidelity Investments and was responsible for managing the Investment Management portion of Financial Freedom's Comprehensive Wealth Management Program.

  • Licensed Certified Financial Planner™ practitioner

  • Registered Investment Adviser Representative

Education

  • M.B.A, Northeastern University- Graduate School of Business Administration (1968-1971)

  • B.S. in Business Administration, University of New Hampshire (1960-1964)

Allen A. Osgood, CFP®, M.B.A.

ALLEN A. OSGOOD, CFP®, M.B.A.

Professional Associations

Certified Financial Planner logo with a blue half circle, white steam rising from a cup, and bold black letters 'CFP'

Allen A. Osgood is a CERTIFIED FINANCIAL PLANNER™ professional.  We believe that the education, examination, and experience requirements of the CFP® program are a required minimum to provide outstanding wealth management services.

Logo of the Financial Planning Association with the words "Proud Member" underneath.

The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.

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