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

Cape Cod Wealth Strategies

27 Grey Neck Rd
West Harwich, MA 02671
FINANCIAL ADVISOR'S WEBSITE
(508) 776-1168 CONNECT WITH Alan
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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: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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