Cynthia R. Haddad, CFP<sup>®</sup>

Cynthia R. Haddad, CFP^®

ChSNC(r)

Cynthia R. Haddad, CFP<sup>®</sup> - Financial Advisor

Cynthia R. Haddad, CFP^®

ChSNC(r)

Senior VP, Wealth Advisor

Sequoia Financial Group

80 Blanchard Road, Suite 201
Burlington, MA 01803

FINANCIAL ADVISOR'S WEBSITE

www.specialneedsplanning.com www.specialneedsplanning.com

(781) 365-8586

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Financial Planning fees based upon complexity of the case. Flat fee or hourly.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$100,000

General

Cynthia Haddad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sequoia Financial Group in Burlington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - ChSNC, Chartered Special Needs Consultant

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

More

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Financial Planning fees based upon complexity of the case. Flat fee or hourly.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$100,000

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