We are an independent retirement planning and investment management firm serving individuals, families and businesses. We are here to support, educate and offer insights into the planning and management process.

As a firm, our focus is to understand your goals and develop a plan to reach them. We are focused on your success. Committed to helping you achieve your goals. Committed to upholding a fiduciary standard where the client always comes first. Our loyalty is to our clients and we strive to be your trusted advisor. We are located in Hingham, MA and work with clients across the country.

Our Team

Gerald J. Robillard IAR, CLTC, MBA


For over 35 years, Gerald J. Robillard has been providing comprehensive financial services to pre-retirement and retired investors.

Mr. Robillard graduated from Bentley University with a Bachelor of Science in accounting. Gerald then went on to get his Master’s in Business Administration from Suffolk University.

After graduation Gerry was hired as a Financial Auditor by the prestigious firm Price Waterhouse & co. He successfully passed his CPA exams and became a Certified Public Accountant in the Commonwealth of Massachusetts.

Subsequent to his public accounting experience Gerry went on to become a Financial Administrator for the Lahey Clinic Foundation and Boston’s Children’s Hospital.

In 1982 Gerry Founded Gerald J. Robillard & Co. to provide families and individuals with the same level of financial services that he had been providing to businesses and hospitals.

In 2015 Gerry transitioned his brokerage business into the Registered Investment Advisor (RIA) community. As an Investment Advisor Representative (IAR), Gerry created GJR Financial, and independent investment advisory firm providing retirement planning services & investment management strategies for clients on a fiduciary basis. Services that always act in the clients best interest.

Lisa Califano

Client Relationship Manager

Lisa Califano has lived in the south shore of MA all her life. She currently lives in Hanover with her husband, two kids and her goldendendoodle, Rosie. 

Lisa was a finance major at Bridgewater State College and graduated with a Bachelor of Science. She later earned a Master’s in Business Administration from the University of Massachusetts.

In 2002 Lisa started her career at State Street Bank as a portfolio accountant.  In 2004 she began working for Lexington Insurance Company where she spent the next six years.  While there, she took on various roles including accountant, business analyst and insurance underwriter.  After having children, Lisa took a break from the corporate world and stayed home to raise her kids. During that time, she joined a local community club and sat on the board, she got her real estate license and also became certified in Quickbooks. She started a small bookkeeping business and worked at home while the kids were in school.  In 2021 Lisa joined GJR Financial as our Client Relationship Manager. 

During her free time, Lisa likes to read, exercise, travel, and spend time with her family and friends.