Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Asset Allocation
- Mutual Funds
- Insurance
- Retirement
- Long-term Care
- Sudden Wealth
How Planner Charges
Considerations: I will provide a free, no obligation initial consultation
Insurance products offered through insurance companies with which Waddell & Reed has sales arrangements.
Waddell & Reed, Inc., Member FINRA/SIPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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48 Sacramento St
Cambridge
MA
02138-1931
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Select
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48 Sacramento St
Cambridge
MA
02138-1931
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|
Select
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|
48 Sacramento St
Cambridge
MA
02138-1931
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