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

Springfield MA

382 North Main Street

Suite 201

East Longmeadow, MA 01028

Boston II - Foxboro

16 Chestnut Street

Suite 220

Foxboro, MA 02035

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Boston I - Burlington

25 Burlington Mall Road

Suite 405

Burlington, MA 01803

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Do you need answers to these top tax questions?

    What everyone can learn from women and investing

    Retired and need to raise your tech game?

    What is loud budgeting?