John  Lewis,  CFP<sup>&reg;</sup> - Financial Advisor

John Lewis, CFP®

Investment Advisor Rep

Pangaea Capital Strategies, LLC

89 Rhinecliff St
Arlington, MA 02476-7215
FINANCIAL ADVISOR'S WEBSITE
(781) 316-0269

General

John Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pangaea Capital Strategies, LLC in Arlington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA

Broker-Dealer Affiliation

J.W. Cole Financial, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Insurance, Retirement, Long-term Care, Sudden Wealth

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