Beacon Financial Planning, Inc.

Beacon Financial Planning, Inc. (CRD# 128757) is a financial advisory firm headquartered in South Easton, MA. They serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, TX

Financial Advisors at Beacon Financial Planning, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Walter K. Herlihy
CRD#: 1190239
45 Bristol Drive, Suite 101, South Easton, MA 02375
96
Wealthminder
score

Walter Herlihy (CRD# 1190239) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in South Easton, MA and has over 28 years of experience in the finance industry. Walter Herlihy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Linda B. Gadkowski
CRD#: 4720136
Centerville, MA
90
Wealthminder
score

Linda Gadkowski (CRD# 4720136) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in Centerville, MA and has 1 year of experience in the finance industry. Linda Gadkowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robin J. Urciuoli
CRD#: 6030200
45 Bristol Drive, Suite 101, South Easton, MA 02375
90
Wealthminder
score

Robin Urciuoli (CRD# 6030200) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in South Easton, MA and has 1 year of experience in the finance industry. Robin Urciuoli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Sabina T. Herlihy
CRD#: 4615496
45 Bristol Drive, Suite 101, South Easton, MA 02375
87
Wealthminder
score

Sabina Herlihy (CRD# 4615496) is an Investment Advisor Representative working at Beacon Financial Planning, Inc. in South Easton, MA and has 1 year of experience in the finance industry.

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