Fran

Petrangelo

CFP®, CFA®

picture of a planner

Here to act in your best interests

About me

I have extensive experience in the financial services industry, having worked a lot with retirement plans and retirement planning. I have deep knowledge of investments and pride myself in being able to explain complex plans and investments to folks in a way they can understand.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Analyst®

Education

Bachelor of Business Administration, Finance - University of Massachusetts, Amherst

Master of Business Administration, Finance - Boston University

Visit one of our Locations

Boston I - Burlington

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

Springfield MA

382 North Main Street

Suite 201

East Longmeadow, MA 01028

Boston II - Norwood

720 University Avenue

Suite 230

Norwood, MA 02062

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The latest insights from our experts