Gregory Fenton
CFP®, BS
Cambridge Cape Cod Advisors
Principal
Gregory Fenton
CFP®, BS
Cambridge Cape Cod Advisors
Principal
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Gregory Fenton, CFP®, BS
Fee-Only financial planner located in Sandwich, MA, serving clients locally and across the country
Meet Gregory Fenton
Gregory C. Fenton, CFP® is the President and Founder of Cambridge Cape Cod Advisors. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. Mr. Fenton specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.
Mr. Fenton has 30-plus years of experience with a global financial planning firm, The Alliance of Comprehensive Planners. He holds a Bachelor of Science degree in Accounting, and has also held the Certified Financial Planner (CFP®) designation since 1990. His CFP® credentials help the team manage portfolios in a highly tax-efficient manner.
In his spare time, Greg loves spending time with family and friends. He enjoys golf, skiing, traveling and a nice, bold Cabernet Sauvignon.
Gregory Fenton is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
-
Gregory Fenton is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Gregory Fenton
Office Locations:
-
128 Route 6A
Sandwich, MA 02563
