Wendy Marsden
CPA/PFS, CFP®
ProsperiTea Planning
Financial Advisor
Wendy Marsden
CPA/PFS, CFP®
ProsperiTea Planning
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Wendy Marsden, CPA/PFS, CFP®
Fiduciary financial planner mostly located in Greenfield, MA.
Meet Wendy Marsden
Wendy Marsden is a Greenfield, MA fee-only financial planner. ProsperiTea Planning provides comprehensive financial planning to help people get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Wendy Marsden is never paid a commission of any kind, and works only for the individual - not a broker, insurance company, or bank.
Wendy Marsden 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
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Wendy Marsden 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 Wendy Marsden
Office Locations:
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3 Grinnell St
Greenfield, MA 1301
