Barbara C. Attardo, CFP®, AEP®, CDFA
Partner
Senior Client Advisor and Senior Wealth Strategist
617.848.3453
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Barbara C. Attardo is a Partner at Daintree Advisors, joining the firm in 2011. With 25 years of experience servicing the complex needs of high and ultra high net worth individuals and families, Barbara is skilled in providing objective, comprehensive financial planning and investment management. In her roles as Senior Client Advisor and Senior Wealth Strategist, Barbara works with clients to build, enjoy, preserve, and transfer wealth consistent with their goals. Additionally, as a member of Daintree’s Divorce Consulting Practice, Barbara compassionately assists individuals and couples to successfully navigate the financial challenges of divorce.

Prior to joining Daintree Advisors, Barbara was a Senior Vice President and Senior Financial Planner at Wells Fargo Private Bank (and its predecessor Wachovia Wealth Management). Previously, Barbara was a Partner at Tofias PC and Director of Tofias Financial Advisors LP, where she provided fee-only financial planning and investment management.

Barbara earned a B.A. degree in Mathematics from Boston College where she graduated summa cum laude. She is a member of Phi Beta Kappa. Barbara received a Financial Planning Certification from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Accredited Estate Planner® designation and the Certified Divorce Financial Analyst® certification. Barbara is a current board member of the Boston Estate Planning Council and a past board member of the Financial Planning Association of Massachusetts. She has been published, quoted, and featured in various publications. Barbara was named a Five Star Wealth Manager as featured in Boston Magazine for 2017.

Barbara lives with her husband Frank in Winchester. They have three sons. Barbara is an avid reader, has a green thumb, and enjoys running, cycling, and hiking.