Betsy is in a distinguished, experienced financial advisor with a dynamic financial planning background. Throughout her nine year financial planning career with Fidelity Investments and TIAA-CREF, she has consulted with hundreds of individuals and businesses.
Among those clients were high net worth individuals, small business owners, administrators, faculty, and staff at Ivy League colleges, hospitals and top tier medical institutions in New England, and even other financial advisors.
She believes the process of creating a financial plan involves team work between the financial planner and the client. Engaging the client and asking for regular feedback is an integral part of that process, and her relationships, to ensure she’s incorporating all relevant and necessary information to represent each client’s needs and goals.
Betsy has satisfied the educational requirement to sit for the CFP(R) exam through Bentley University’s Masters in Financial Planning program, and plans to sit for the exam within the next year.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *