Beacon Financial Planning Of Cape Cod
Beacon Financial Planning Of Cape Cod (CRD# 175372) is a financial advisory firm headquartered in Hyannis, MA. They serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she developed a comprehensive knowledge of investing, retirement and college planning, tax evaluation, risk management, and estate planning, Michaela re-joined the family business in 2012 and relocated to Cape Cod to manage our Hyannis office. Upon announcing her transition, 100% of Michaela’s existing clients followed her to Beacon. Today Michaela is the President of Beacon Financial Planning of Cape Cod, Inc.
Michaela is passionate about helping her clients evaluate their needs and establish sound financial solutions to help them realize their dreams. “There’s a great sense of satisfaction when clients share their confidence in the plan we have developed together, noting with their financial house in order they can focus on that which brings them most joy – their business, family, golf, or whatever it may be.”
Michael Martin (CRD# 4949399) is an Investment Advisor Representative working at Beacon Financial Planning Of Cape Cod in Hyannis, MA and has over 12 years of experience in the finance industry. Michael Martin 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.