Alyson Claire Basso, CFP<sup>&reg;</sup> - Financial Advisor

Alyson Claire Basso, CFP®

ChFC®

Managing Principal

Hayden Wealth Management

1 Central Street Ste 103
Middleton, MA 01949-1238
FINANCIAL ADVISOR'S WEBSITE
(978) 907-6237 CONNECT WITH Alyson
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General

Alyson Basso is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Hayden Wealth Management in Middleton, MA and the surrounding communities.

Financial Advisor Overview

We help to transform financial aspirations into tangible realities for our clients. As holistic Certified Financial Planners and dedicated financial advisors, we are driven by the belief that financial well-being is a cornerstone for a fulfilling life. We go beyond conventional financial services. We strive to be your trusted partner, offering a personalized and high-touch experience. Our purpose is to empower you to seamlessly organize and simplify your finances, allowing you to pursue your unique life and family goals with unwavering confidence. Your success is our mission, and we are committed to guiding you on a journey towards financial prosperity and peace of mind.

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Financial Advisor Experience

Alyson has over 17 years of experience working with individuals, families, and small business owners serving as a Financial Advisor and trusted resource. Alyson is a Registered Representative holding Series 7, 63, and 65 licenses in addition to Massachusetts and New Hampshire insurance licenses. She has completed comprehensive financial industry studies including retirement planning, investment theory, behavioral finance and insurance protection at the American College of Financial Services and has been awarded the Chartered Financial Consultant designation, ChFC®. Additionally, Alyson has met the rigorous educational, experience, examination, and ethical requirements, earning her Certified Financial Planner™ certification, CFP® and now serves as an item writer for the CFP® exam and as a member of the CFP® Scholarship Review Panel. Committed to the highest professional standards and continuous learning, Alyson is an MBA candidate at Bentley University concentrating in Law & Taxation. She completed the coursework to earn a Certificate in Blockchain and Digital Assets® and is a member of the Digital Assets Council of Financial Professionals, a member of the Greater Boston Bankers Association, and a member of the Financial Planning Association of Massachusetts.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Estate Planning, Investment Management, Government & Military, Mutual Funds, Identity Theft, Insurance, Life Planning, Stocks & Bonds, Long-term Care, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources