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 Generation X and Millennial aged women 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.
My typical client is a woman about 39 years old who earns over $250,000, prefers help managing her $500,000+ of assets, and wants to sure she is is being prudent in her financial choices. I discuss what is needed for a solid financial foundation and point out potential icebergs lurking, provide guidance and suggest solutions.
Prospective clients often ask is how I am compensated: click for my cost
I intend to add value by sharing topics I hope will improve my clients lives. I am a CERTIFIED FINANCIAL PLANNER ™ click for my fiduciary obligation explained with over 28 years of industry experience. Women often contact me before life changing events including switching jobs, increased compensation and windfalls like inheritance . I welcome prospective clients to call my office (617) 314-7575, email sandra.gilpatrick@lpl.com or
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.