Alan R. Melanson,  CFP<sup>&reg;</sup> - Financial Advisor

Alan R. Melanson, CFP®

Registered Investment Advisor

Cape Cod Wealth Strategies

16 Forsythe Ave
South Yarmouth, MA 02664-1814
FINANCIAL ADVISOR'S WEBSITE
(508) 776-1168

General

Alan Melanson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cape Cod Wealth Strategies in South Yarmouth, 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
  • Health/disability insurance
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Estate Planning, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources