DOROTHY I. BICKLING, ED.D., CFP®
Dorothy Bickling is a financial advisor and principal of Bickling Financial Services. The fee-based firm is known for the planning and investment management services provided to individuals and business firms in the greater Boston area. Her background includes a combination of skills and experiences: portfolio selection and management; auditing; income tax and financial statement preparation; supervision; training; evaluation; business management; personal and financial counseling; research and consulting.
Dr. Bickling is particularly astute in analyzing situations, noting the main concerns, the positive and challenging components, and the ramifications of various alternatives. These skills are used equally effectively in business consultations and in assisting individuals. She is noted for her ability to assist clients with clarifying their goals so that these are kept in mind when subsequent alternatives are evaluated.
Dr. Bickling is an excellent communicator and effective presenter. She can demystify complicated information and presents with clarity and lucidity. A variety of audiences seek her out, knowing that her presentation will be interesting, stimulating and informative. She is responsive to the concerns of individuals and organizations, tailoring her presentations and readily responding to needs as they arise. She has designed courses, workshops, seminars and training programs. Dorothy has given presentations at various professional meetings at local, state, regional, national and international levels on various topics.
A former licensed psychologist, Dr. Bickling applies psychology, accounting and finance to her work. She assists clients in comprehensive financial planning, noting all aspects of their financial affairs. She has experience in retirement planning, investment management and tax planning.
Dr. Bickling attended the University of Colorado as a Boettcher Scholar and received a Bachelor of Science in Accounting and Finance. She received a Master of Arts degree in Business Education. Her doctoral degree in Counselor Education is from Auburn University.
Dorothy works in our Lexington office and can be reached at 781-862-9792 or dorothy.bickling@bickling.com.
I grew up in Colorado and still love the Rocky Mountains, the Big Thompson Canyon and golden aspen trees.
I moved to Boston to accept a faculty position at Northeastern University.
I have traveled to many parts of the world and enjoy all aspects of travel: the planning, the execution, the memories.
I have four exceptional grandchildren and two very special children.
I like to go to museums.