Lee Ann Fatalo, CFP<sup>&reg;</sup> - Financial Advisor

Lee Ann Fatalo, CFP®

ChFC®, RICP®

Financial Advisor

Boston Harbor Wealth Advisors

One Foxhill Dr Ste 120
Walpole, MA 02081
FINANCIAL ADVISOR'S WEBSITE
(508) 492-2600 CONNECT WITH Lee
  • linkedin link

General

Lee Fatalo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Boston Harbor Wealth Advisors in Walpole, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

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

Insurance Licenses

  • Life insurance: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554
  • Health/disability insurance: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554
  • Fixed annuities: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554
  • Variable annuities: MA, RI, NH, ME, MD, DC, NC, SC, GA, FL, AZ, NM, NJ, CA Insurance License 0D85554

Broker-Dealer Affiliation

Raymond James Financial Services Advisors, Inc.

Broker-Dealer Disclaimer


FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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