Commonwealth Financial Group
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This is what a few days in Newport looked like.
Advisors pushing the standard, learning from each other, and building what’s next. Our Financial Planning Symposium continues to be a defining part of how we grow, together.
Doug Perry shares why partnering with CFG gave him the autonomy and support to establish a values-driven business aligned with his clients’ best interests.
04/30/2026
We’re proud to see our Managing Partner, Dakota Brizendine, take the stage at Financial Advisor Magazine's Invest in Women Conference.
On the panel, "Next Gen Advisors and Team Development,” Dakota was joined by Kate Healy, Lindsey Lewis, and Geri Eisenman Pell for a forward-looking discussion on supporting the evolution of the financial services industry, and the critical role firms play in developing and championing female advisors.
We’re grateful to Financial Advisor Magazine for bringing these leaders together and for creating space for conversations that move the industry forward.
Financial planning is about much more than numbers.
After spending two decades in the nonprofit sector, Elisabeth Kostin brought her passion for helping others to CFG. She continues to empower clients with clarity, confidence, and long-term peace of mind.
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280 Congress Street, Suite 1300
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