Qualifications

Experience

We have been serving professionals and small businesses for more than 15 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 maintains registrations in the following states:  MA, CA, CT, FL, MD, ME, MN, NC, NH, NV, OH, OK, and WI.

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.