Adam R. Wojtkowski,  CFP<sup>&reg;</sup> - Financial Advisor

Adam R. Wojtkowski, CFP®

CPWA®, CIMA®

Financial Advisor

Copper Beech Wealth Management

20 Cabot Boulevard, Suite 300
Mansfield, MA 02048
FINANCIAL ADVISOR'S WEBSITE
5082900551 CONNECT WITH Adam
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General

Adam Wojtkowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Copper Beech Wealth Management in Mansfield, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - CPWA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Special Needs, Personal Taxes

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