Alan Melanson
Certified Financial Planner (Cfp) at Cape Cod Wealth Strategies & Insurance Services, Llc
Based in Barnstable County, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Barnstable County
Industry
Financial Services
Company size
3
Contact information
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a•••••••@capecodwealth.com
Phone
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Background
About Alan Melanson
Alan is a Certified Financial Planner practitioner and has worked as a fiduciary in the financial services industry for over 20 years. Clients have chosen to work with him because he is a caring and dedicated professional who focuses on building significant relationships based on trust. What that means is that Alan invests the time necessary to ensure that his clients can identify their core values and align them with their good intentions. The real benefit is the clarity, confidence and certainty his clients feel knowing that they have transformed those good intentions into appropriate actions. As a member of the Financial Planning Association of Massachusetts Alan volunteers his time and expertise to our Military personnel and the patients and families of the Dana Farber Cancer Institute. Alan is deeply involved in our Cape Cod community, he is a proud member of the Harwich Chamber of Commerce, Guild of Harwich Artists, and the Masonic Fraternity. In his spare time, Alan is active in volunteering for various Cape Cod area non-profits, fostering recue dogs, and enjoying the beauty of Cape Cod with his family. Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Cape Cod Wealth is not affiliated with APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc.(APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
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