Qualifications

 

 

 

Experience
We have been serving professionals and small businesses for more than 13 years - in good times and bad - and our practice continues to grow.

Specialized Training
Our firm employs experienced investment professionals who hold or are working toward the CERTIFIED FINANCIAL PLANNER™ designation, a mark reserved for individuals who have satisfied rigorous academic training and work experience requirements and who adhere to the CFP® code of ethics.

Securities Registrations 
McVittie Finanancial Advisors is a Registered Investment Advisor in the Commonwealth of Massachusetts.   Elizabeth McVittie maintain registrations in the following states:  MA, CA, FL, MD, ME, MN, NH, NM and OH.

Continuing Education
We maintain our CFP® credentials and state licenses through continuing education in ethics, securities, insurance and regulations as well as broker/dealer requirements. 

 

The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck