Broker Check
Wayne P. Proulx, CFP®

Wayne P. Proulx, CFP®

Investment Advisor Representative

Professional Profile

Wayne has provided financial and wealth management advice and services to successful individuals, families, and businesses for over 28 years. He began his career in financial services as a personal producer in 1995 with First Investors Corporation. In 2001, he was promoted to Assistant Division Manager, while at that same time maintaining top producer status. Based on his success, Wayne was quickly promoted to Division Manager.  In 2004, he assumed responsibility for business development and successfully recruited, trained, and mentored new financial advisors to the firm. In 2009, Wayne joined Aspen Cross Financial Group’s Personal Wealth Management Team as a Regional Vice President. In 2014, Wayne co-founded Odyssey Wealth Management Group, LLC with fellow advisors, Francis LaMothe, and Robin Marble.

Practice Focus

A specialist in the area of retirement and wealth management strategies, Wayne’s financial practice focuses on helping his clients develop and implement comprehensive retirement income and integrated wealth management strategies designed to meet their specific goals-based objectives and needs, including, but not limited to the following:

  • Wealth Accumulation, Preservation and Distribution
  • Protecting their family in the event of untimely death or disability
  • Protecting income and assets against potential long-term care expenses
  • Creating a predictable, sustainable lifetime income in retirement
  • Preserving their estate and legacy for future generations
  • Business Owner & Executive Retirement Plans

At the heart of Wayne’s practice-building philosophy, is a passion to build enduring client relationships through his commitment to the achievement of his clients’ personal goals, insightful guidance, and exceptional service.

Credentials & Professional Associations

  • BBA, Finance / Minor, Economics – University of Massachusetts, Amherst
  • Certified Financial Planner (CFP®)
  • FINRA Series 7, 24, 51, 6, 26, 63 and 66 Securities Registrations
  • Life, Accident & Health Insurance Licenses
  • Member of Hampden County Estate Planning Council
  • Board Member of the nonprofit organization WillPower Foundation

Personal

  • Proud father 
  • He and his family reside in Westfield, MA