Erin Babineau, CFP<sup>&reg;</sup> - Financial Advisor

Erin Babineau, CFP®

CRPC™

Financial Advisor

ShorePoint Advisory Group

40 South St, Ste 101
Marblehead, MA 01945-3274
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General

Erin Babineau is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at ShorePoint Advisory Group in Marblehead, MA and the surrounding communities.

Financial Advisor Overview

ShorePoint Advisory Group provides high-touch wealth management built on enduring relationships, clarity, and bringing order to complex financial lives. We thoughtfully integrate every aspect of your financial world—from retirement planning to tax and estate strategy and business transitions. By collaborating with your attorneys, CPAs, and other trusted professionals, we work to align your wealth with your goals, values, and vision for the future.

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Financial Advisor Experience

CFP®, CRPC™, 4 Years in Financial Services; Personal Income Tax background

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance: MA

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources