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:

  • Professional advice that puts clients interests first
  • Transparency in how I am compensated
  • Availability for appointments after work and weekends to fit clients' busy schedules

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 25 years of industry experience. Women often contact me before life changing events including switching jobs, inheritance, or marital change. I welcome prospective clients to call my office (617) 314-7575, email sandra.gilpatrick@lpl.com or

Schedule an Appointment

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.