Beata Dragovics, CFP®, MSFP®
Founder | Wealth Advisor
Growing up in a small town near Budapest, Hungary, and living through two regimes behind the Iron Curtain gave Beata a unique perspective on freedom. These experiences inspire her today to help her clients realize that their freedom...
Ali Moscoffian
Wealth Advisor
Ali joined Freedom Trail Financial as a Client Relationship Manager. She leads all client service-related efforts, provides critical administrative and technical support, and ensures seamless day-to-day operations for the firm. Her...
Marivic Alvior-Cruz
Director of Marketing and Communications
Marivic is leading the firm’s marketing and communication strategies. She oversees the creation of educational materials, manages social media and digital platforms, and directs all communication outreach efforts. Working closely with...