Monisha Cfp

Owner and CERTIFIED FINANCIAL PLANNER™ professional at Financial Planning Alternatives - , ,

Monisha Cfp's Colleagues at Financial Planning Alternatives
Jordan Perdigao

Financial Advisor

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Leasha Batta

client relationship manager

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Jarrod Amorin

Operations Assistant

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Monisha Potter

Owner and CERTIFIED FINANCIAL PLANNER™ professional

Contact Monisha Potter

Carl Goodin

President, Owner

Contact Carl Goodin

Lorraine Landry

personal assistant

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John Mazzara

registered representative

Contact John Mazzara

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Monisha Cfp's Contact Details
Email (Verified)
***@fpa-online.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Westport,Massachusetts,United States
Company
Financial Planning Alternatives
Monisha Cfp's Company Details
Financial Planning Alternatives logo, Financial Planning Alternatives contact details

Financial Planning Alternatives

, , • 10 - 19 Employees
Financial Services

Financial Planning Alternatives is an independent financial services consulting firm, and our goal is to build a relationship with our clients based off of trust and mutual respect. Our practice was built on the ability to deliver a broad range of financial products and services to create unique solutions in helping our clients meet their individual goals. The financial advisers at FPA have the experience, knowledge, and the objectivity necessary to help clients evaluate their current financial position and recommend the best strategies and investment options. Our professionals strive to educate our clients in making informed decisions about the best path to meeting their goals and dreams.FPA advisors offer advisory services through Capital Analysts or Lincoln Investment, Registered Investment Advisors. They offer a full range of securities through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. For more information on Financial Planning Alternatives and Lincoln Investment, please visit our websites www.fpa-online.com and www.lincolninvestment.comWe can be contacted at info@fpa-online.com or by calling (508) 636-6521.

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Frequently Asked Questions about Monisha Cfp
Monisha Cfp currently works for Financial Planning Alternatives.
Monisha Cfp's role at Financial Planning Alternatives is Owner and CERTIFIED FINANCIAL PLANNER™ professional.
Monisha Cfp's email address is ***@fpa-online.com. To view Monisha Cfp's full email address, please signup to ConnectPlex.
Monisha Cfp works in the Financial Services industry.
Monisha Cfp's colleagues at Financial Planning Alternatives are Jordan Perdigao, Leasha Batta, Jarrod Amorin, Monisha Potter, Carl Goodin, Lorraine Landry, John Mazzara and others.
Monisha Cfp's phone number is N/A
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