Charlene Dolan is a CERTIFIED FINANCIAL PLANNER^TM professional and investment adviser representative of Commonwealth Financial Network, a registered investment adviser. In addition, Charlene holds the following licenses, registrations and designations:

1. Accredited Investment Fiduciary^®
2. General Securities Representative of Commonwealth
3. Health and Life Insurance Agent

Dolan Financial Services was established in 2007. Charlene's prior experience includes:

• Vice President of The Provident Bank in Amesbury, providing financial planning and investment services to clients of the bank's advisory practice 
  
• Supervisor within the Shareholder Services Division at Putnam Investments 
  
• 401(k) Plan Administrator with Scudder Investments 
  
• Eight years of tax preparation for small businesses and families
  

A Transition

Charlene began her professional career in health care, focusing on utilization review and regional health care planning. In the early '80s, she was employed at the Dana Farber Cancer Institute researching health care legislation and public policy issues for the Regional Cancer Control Program. Charlene then became licensed as a nursing home administrator and managed a 120-patient Medicare skilled-nursing facility.

This experience in health care and long-term care provides a unique point of reference when addressing client questions and concerns regarding risk management, disability and long-term care planning. Charlene's tax background enables her to raise pertinent questions and to anticipate questions/issues. 

Charlene takes a holistic approach to addressing the needs of clients working closely with business and estate planning attorneys, accountants and tax professionals, and property and casualty insurance agents.


Professional and Community Affiliations

A member of the Financial Planning Association, Charlene is a volunteer for the financial literacy program offered through the Jeanne Geiger Crisis Center.

Charlene is also a member of the Whittier Home Association, the Amesbury Chamber of Commerce and the Newburyport Chamber of Commerce. She is also a past member of the YWCA Greater Newburyport Board of Directors and the Rotary Club of Amesbury.

108 Main Street Amesbury, MA 01913 978.388.3468

79 State Street Newburyport, MA 01950 978.465.3468