Blake  Barbosa,  CFP<sup>&reg;</sup> - Financial Advisor

Blake Barbosa, CFP®

MSFP, RICP®

Founder/CEO Lead Financial Planner

Guided Wealth, LLC

6 Sleepy Hollow Rd
Dartmouth, MA 02747
FINANCIAL ADVISOR'S WEBSITE
(508) 980-0999 CONNECT WITH Blake
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General

Blake Barbosa is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Guided Wealth, LLC in Dartmouth, MA and the surrounding communities.

Financial Advisor Overview

Fiduciary Fee-Only Financial Planning

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Financial Advisor Experience

14 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - MSFP, WMCP

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources