Growing up in a small town near Budapest and living through two regimes behind the Iron Curtain gave Beata Dragovics, CFP® a deep appreciation for freedom and choice. Those early experiences continue to shape her work today, inspiring her to help clients align their financial lives with their personal values. As Beata often says, her goal is to give clients “the freedom to shape their own lives while planning strategically for the future, so they feel confident in their financial health.”
With more than 20 years of experience, Beata specializes in guiding professionals in the biopharma and tech industries, as well as families and women navigating complex financial decisions. Her work focuses on equity compensation planning and wealth strategies that support evolving life goals.
Beata earned a bachelor’s degree in business management from the Budapest Business School. She is a CERTIFIED FINANCIAL PLANNER® practitioner, holds a master’s degree in financial planning, and spent more than a decade at a major brokerage firm before founding Freedom Trail Financial.
Beata holds FINRA Series 7 and 66 registrations and her professional associations include the CFP® Board of Standards, the Financial Planning Association, the Boston Estate Planning Council, and The Boston Club. Committed to service, she is a financial coach for the Dana-Farber Cancer Institute Patient Program and serves on the board of Seeding Labs, a nonprofit supporting scientist in developing countries.
She lives with her family in Norwell, Massachusetts, where she enjoys time on the North River, traveling, hiking the White Mountains, skiing, and supporting local theater.