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 sandra.gilpatrick@lpl.com.

I look forward to hearing from you!

Sandra Gilpatrick

Click here to learn more about me. 

Click the video above to learn more about my story; how I'm different and why to meet with me.

Event Photos

Click the click below to view photos from our past events

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In The News

2018 Five Star Wealth Manager Award Press Release

Podcast: Edit Your Financial Fears

Boston Voyager interview

Article about me in the Beacon Hill Times 

Boston Globe Feature

Daily Local News: Business Panelist Appearence