Amy  Mohan,  CFP<sup>&reg;</sup> - Financial Advisor

Amy Mohan, CFP®

Financial Planner

Daniel J. Galli & Associates

101 Longwater Circle, Suite 203
Norwell, MA 02061
FINANCIAL ADVISOR'S WEBSITE
(781) 878-2322 CONNECT WITH Amy
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General

Amy Mohan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Daniel J. Galli & Associates in Norwell, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MA
  • Health/disability insurance: MA
  • Fixed annuities: MA
  • Variable annuities: MA

Broker-Dealer Affiliation

Ameritas Investment Corp.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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