Welcome to Sandra Gilpatrick, CFP ®,CDFA™,
Wealth Consultant, LPL Financial
Who are my clients?
My goal is to help empower women to feel financially confident. I am focused on helping professional women born 1964 or younger who live or work in Boston with their unique financial needs. I aim to help make finances more understandable for my clients. It is important to be comfortable working together, as forming long-term relationships with clients is a core objective of my practice. I strive to create a thoughtful experience I would enjoy as a client:
- Objective advice that puts clients interests first
- Transparency in how I am compensated
- Availability for appointments after work and weekends to fit clients’ busy schedules
One way I thank my clients is by hosting appreciation events. I intend to add value by sharing topics I hope will improve their lives. I am a CERTIFIED FINANCIAL PLANNER ™ and a CERTIFIED DIVORCE FINANCIAL ANALYST ® with over 20 years of industry experience. Women often contact me before life changing events including switching jobs, having a baby, inheritance, or marital change. I welcome prospective clients to call my office (617) 314-7575 or email email@example.com.
I look forward to hearing from you!
Click here to learn more about me.
SAVE THE DATE!
September 14th, 2017, 6:00-8:00pm
Are you paid what you’re worth? Come hear about pay negotiations from my expert, Katie Donovan.
Katie Donovan, founder of Equal Pay Negotiations LLC, is an equal pay consultant who works with individuals to negotiate the pay and benefits and with policy makers on the unintended biases in the hiring, promotion, and review processes. She is a co-president of the Massachusetts branch of the American Association of University Women and a founding and steering member of The Massachusetts Equal Pay Coalition. Katie is the architect of banning salary history questions to close the gender pay gap. The recently signed Massachusetts Equal Pay Law is the first law in the nation to include such a provision. Many states and municipalities are following Massachusetts’ lead and introducing bills and executive orders to end the practice. Ms. Donovan’s speaking experience includes Harvard, NASDAQ, Women in Construction, SEIU Interns and Residents, and Mom Corps. Donovan is frequently quoted by and contributes to media including Mashable, Biz Women, Forbes, NPR, Huffington Post, and more.
Equal Pay Negotiations LLC, Katie Donovan, Sandra Gilpatrick and LPL Financial are separate and not affiliated.
Securities offered through LPL Financial, Member FINRA/SIPC
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