Cynthia R. Haddad,  CFP<sup>&reg;</sup> - Financial Advisor

Cynthia R. Haddad, CFP®

ChSNC®

Senior VP, Wealth Advisor

Sequoia Financial Group

80 Blanchard Road, Suite 201
Burlington, MA 01803
FINANCIAL ADVISOR'S WEBSITE
(781) 365-8586

General

Cynthia Haddad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sequoia Financial Group in Burlington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - ChSNC, Chartered Special Needs Consultant

Insurance Licenses

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

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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