Wendy  Marsden,  CFP<sup>&reg;</sup> - Financial Advisor

Wendy Marsden, CFP®

CPA

3 Grinnell St
Greenfield, MA 01301
(413) 829-4832 CONNECT WITH Wendy
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General

Wendy Marsden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Greenfield, MA and the surrounding communities.

Financial Advisor Overview

Wendy Marsden, CPA, CFP® provides tax planning and preparation, investment advising, and comprehensive financial planning services to individuals, estates, and occasionally small businesses.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Getting Married, Startup, Retirement, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources