Fran
Petrangelo
CFP®, CFA®
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
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.
