Elizabeth L.S. McVittie,  CFP<sup>&reg;</sup> - Financial Advisor

Elizabeth L.S. McVittie, CFP®

Principal

McVittie Financial Advisors

11 Norumbega Court
Newton, MA 02466
FINANCIAL ADVISOR'S WEBSITE
(888) 310-2035
(617) 964-2035

General

Elizabeth McVittie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McVittie Financial Advisors in Newton, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Long-term Care

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