Monisha  Potter,  CFP<sup>&reg;</sup> - Financial Advisor

Monisha Potter, CFP®

Financial Planning Alternatives

519 American Legion Hwy, Unit 3
Westport, MA 02790
(508) 636-6521

General

Monisha Potter is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Financial Planning Alternatives in Westport, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - ABFP

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Helpful Financial Planning Resources