Fran
Petrangelo
CFP®, CFA®
Here to act in your best interests
About me
I have extensive experience in the financial services industry, having worked a lot with retirement plans and retirement planning. I have deep knowledge of investments and pride myself in being able to explain complex plans and investments to folks in a way they can understand.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Chartered Financial Analyst®
Education
Bachelor of Business Administration, Finance - University of Massachusetts, Amherst
Master of Business Administration, Finance - Boston University
Visit one of our Locations
Boston I - Burlington
25 Burlington Mall Road
Suite 405
Burlington, MA 01803
Springfield MA
382 North Main Street
Suite 201
East Longmeadow, MA 01028
Boston II - Norwood
720 University Avenue
Suite 230
Norwood, MA 02062
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
