Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant, specializes in holistic wealth management and financial planning for women in transition. With a mission to educate and guide women through their financial decisions, Sandra helps her clients understand how their money, risks, and concerns impact their lives. With 17 years of experience at Morgan Stanley Wealth Management, Sandra is dedicated to empowering GenX and Millennial professional women in Boston to feel financially confident and comfortable with their financial decisions. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org and www.sipc.org.
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Industry Financial Services
Engaged in: Financial Planner
ISIC Codes 6619
Questions & Answers
Q1
What is the phone number for Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant?
The phone number for Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant is (617) 314-7575.
Q2
Where is Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant located?
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant is located at 101 Federal St, Boston, MA 02110, Massachusetts.
Q3
What days are Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant open?
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant is open Mon–Fri 8:30 AM–4 PM; Sat 10:30 AM–2 PM; closed Sun.
Q4
Is there a primary contact for Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant?
G. Sandra (Business Owner) at Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant.
Q5
What is the web address (URL) for Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant?