Advisor at Truenorth Financial Planning
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Firm
Truenorth Financial Planning
Location
Northborough, MA
Credentials
CFP®, Series 66
Industry experience
< 1 year
Christopher Noonan is a CFP® and Series 66-registered advisor at TrueNorth Financial Planning with experience spanning several firms since 2018, including Putnam Investments and Blackstone Valley Wealth Management. He has worked in both investment management and financial planning roles and is currently the sole advisor at TrueNorth Financial Planning in Northborough, MA. TrueNorth Financial Planning provides fee-based investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis, offering discretionary portfolio management and standalone hourly financial planning services.
Based on Truenorth Financial Planning
Fixed investment management fees up to $100,000 annually; Retainer fees for financial planning/business consulting up to $5,000 per year
$249 per hour
Retainer fees up to $5,000 per year billed quarterly in arrears
Fee-only: Hourly fee at $249/hour
Northborough, MA
Massachusetts · New York · Texas
Truenorth Financial Planning
2025 - Present (1 year)
Cetera ADVISORS LLC
2025 - 2025 (1 year)
Cetera
2025 - 2025 (1 year)
Cetera ADVISORS LLC
2024 - 2024 (1 year)
CCR Wealth Management
2024 - 2025 (1 year)
Bryant university
2023 - 2024 (1 year)
CAPTrust
2023 - 2024 (1 year)
Blackstone Valley Wealth Management, LLC
2021 - 2023 (2 years)
Unemployed - Covid
2020 - 2021 (1 year)
Noble Financial Group
2020 - 2020 (1 year)
Putnam Investments
2018 - 2020 (2 years)
Endicott College
2016 - 2020 (4 years)
Air Engineering
2012 - 2018 (6 years)
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PlanDynamic, LLC
I’m Glenn Brown, a Certified Financial Planner™ and Chartered Retirement Planning Counselor with 30 years in wealth management. In 2017, I founded PlanDynamic, LLC to provide fee-only fiduciary advice, investment management, and comprehensive financial planning directly to motivated individuals. I focus on financial independence—not just retirement. By aligning your plan with your values, we build a staged, evolving roadmap that opens new choices along the way. Using adaptable technology, we model scenarios, track progress, and adjust actions in real time, so you understand the impact of every decision. As a ‘Sandwicher’ raising two daughters while supporting aging parents alongside my wife Karina, I understand the challenges of balancing time, priorities, and decisions to benefit both now and in the future. My goal is simple: help you gain clarity, act with confidence, and enjoy your journey to financial independence.
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