Nicole Tsafos, CFP<sup>&reg;</sup> - Financial Advisor

Nicole Tsafos, CFP®

MBA,

Private Client Advisor

F.L. Putnam Investment Management Company

100 Westminster Street, 10th Floor, Suite 1004
Providence, RI 02903
FINANCIAL ADVISOR'S WEBSITE
(508) 296-4871

General

Nicole Tsafos is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at F.L. Putnam Investment Management Company in Providence, RI and the surrounding communities.

Financial Advisor Overview

F.L. Putnam Investment Management Company provides objective financial advice and comprehensive financial planning to clients nationwide, serving individuals from early career through retirement. I meet with clients virtually and in person at our Providence, RI office. I offer both standalone financial planning and financial planning combined with investment management, allowing flexibility based on each client’s unique situation. My goal is to help clients build, manage, preserve, and successfully transition their wealth.

More

Financial Advisor Experience

The CFP® designation is widely recognized as the gold standard of excellence for personal financial planning. For more information, please see the Certified Financial Planner Board of Standards, Inc. website at www.cfp.net.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Mutual Funds, Getting Married, Retirement, Starting a Family, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources