Seth Corkin

About Seth Corkin

As a Personal CFO, my goal in working with every client is simple – help them prioritize and achieve their various personal and financial goals. I partner directly with clients to help them quantify and evaluate the technical and emotional aspects of every financial decision given their individual circumstances. I strive to provide a concierge-level service when advising clients and coordinating all facets of their financial lives. Prior to joining Single Point, I was a Wealth Strategist at Bainco International Investors, working primarily with entrepreneurs, small business owners, and beneficiaries of generational wealth to integrate tax and estate planning strategies into their overall investment plan. Before Bainco, I was a counselor at The Colony Group where I provided holistic financial planning services to executives at both private and public companies, helping them navigate their unique compensation structures, equity incentive plans, and upcoming liquidity events. My passion for financial planning began in college while completing my undergraduate coursework at the University of Wisconsin-Madison where I developed an interest in the analytical and problem-solving components of planning. I consider myself a “lifelong learner” and am always eager to pursue educational opportunities that will help me better serve the clients with whom I work. As someone who is passionate about financial literacy and access to advice, I volunteer my time to help low-income Massachusetts residents through the Midas Collaborative as well as patients at the Dana Farber Cancer Institute. I was recognized as the 2017 Volunteer of the Year by the MA Chapter of the Financial Planning Association (FPA). In addition to my pro bono work, I am an active member of the FPA and am on the NexGen and Finance Committees for our chapter. I live in Brookline with my fiancé, Olivia, and am an avid Wisconsin Badger and New England sports fan.

Roll-Back Your IRA?!

By |2018-03-16T03:27:41+00:00November 8th, 2017|Categories: Single Point of View|Tags: , , |

A quick Google search yields HUNDREDS of articles explaining why you should roll a 401(k) to an IRA – but as our Chief Investment Officer, Rene, alluded to in his recent post “The Twisted Logic of IRA Rollovers”, there may be reasons to keep retirement assets in an employer sponsored qualified plan (401(k), 403(b), etc.) or [...]

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Health Insurance Renewal Season Notification

By |2018-03-16T04:04:47+00:00October 16th, 2017|Categories: Single Point of View|Tags: , , |

Fall marks the start of health insurance renewal season for most.  If you are a client, we will be reaching out to you directly to assist you in evaluating the various plan options available to you to identify the best solution for you and your family given how your circumstances have changed over the past year.  [...]

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Seth Corkin – My Personal Story

By |2018-03-16T03:26:22+00:00October 6th, 2017|Categories: Single Point of View|Tags: |

I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision.  Before I tell you how and why I joined Single Point, let me tell you a little about how I found my [...]

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Seth Corkin – My Personal Story

By |2017-10-06T19:43:43+00:00October 6th, 2017|Categories: Personal CFO, Single Point of View|Tags: |

I believe traditional wealth management is broken – but I have a vision for the future standard of financial advice, and I am incredibly lucky to have found two partners who share that vision.  Before I tell you how and why I joined Single Point, let me tell you a little about how I found my [...]

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Equifax Security Breach – What to do?!

By |2018-03-16T04:04:28+00:00September 15th, 2017|Categories: Single Point of View|Tags: , , |

Equifax – one of the three primary credit bureaus – announced last Thursday, September 7th, that they were the victims of a massive cyber-attack spanning from May – July 2017.  While cyber-attacks have unfortunately become more common in recent years, this attack is particularly notable as it is considered the largest breach of consumer data in [...]

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