Lee A. Fatalo,  CFP<sup>&reg;</sup> - Financial Advisor

Lee A. Fatalo, CFP®

Senior Financial Planner

Baystate Financial Services

100 William St, Ste 300
Wellesley, MA 02481
(781) 239-2031 CONNECT WITH Lee
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General

Lee Fatalo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Baystate Financial Services in Wellesley, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554
  • Health/disability insurance: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554
  • Fixed annuities: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554
  • Variable annuities: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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