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 firstname.lastname@example.org.
I look forward to hearing from you!
Click here to learn more about me.
Click here to read about me in The Boston Globe:
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