Financial Planning Alternatives
Our mission is to educate and empower our clients to achieve their financial goals through a personal financial planning process. Everyone deserves good financial advice. Our firm has been active in the Westport, MA community since 1978. FPA clients come from all walks of life: blue collar jobs, government & municipal employees, teachers, and families serving a true Middle America clientele. The practice is built on relationships, trust, and mutual respect with the ability to deliver a broad range of financial products and services to help clients achieve their financial goals. We believe in an open conversation about your situation and what got you there, with no judgment. We believe that educating clients with an understanding behind the strategies being proposed for their investments is most effective. The team at FPA believes in a team approach to financial planning and consistently provides additional levels of service to our clients. Securities offered through Kestra Investment Services, LLC,(Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC,(Kestra AS) an affiliate of Kestra IS. Financial Planning Alternatives is not affiliated with Kestra IS or Kestra AS. Financial Planning Alternatives does not provide legal or tax advice.
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Verified contacts
12
available on Kipplo
LinkedIn employees
13
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Open roles
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Distinct roles
9
indexed titles
Tech stack
2
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Monthly traffic
9
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- JC
Joseph Cassese
Client Service Associate · Customer/Client Service
EmailPhone - SR
Saulina Raposo
Business Coordinator · Operations
EmailPhone - MP
Monisha Potter
Owner and Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - MP
Monisha Potter
Owner and Certified Financial Plannertm Professional · Finance & Accounting
EmailPhone - DG
David Goldberg
Investment Advisor · Finance & Accounting
EmailPhone - JB
Javier Bento
Fidelity Investments · Finance & Accounting
EmailPhone - JM
Jeffrey Moore
Financial Planner · Finance & Accounting
EmailPhone - RC
Ruth Chicca
Paraplanner · Finance & Accounting
EmailPhone
Showing 8 of 12 verified contacts
Top roles at Financial Planning Alternatives
9 distinct titles indexed · top 9 shown.
- 2financial planner
- 2owner and certified financial plannertm professional
- 2receptionist
- 1business coordinator
- 1client service associate
- 1fidelity investments
- 1founding partner
- 1investment advisor
- 1paraplanner
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