Shannon Ouellette

Shannon Ouellette

Wealth Management Advisor

  • CFP®
  • RICP®
FINRA BrokerCheck
  • CA License: #0F82460

41 Lennon St Suite A,
Gardner, MA 01440
978-730-8265 Visit my website

About my practice

I follow a discovery and planning process which takes a comprehensive view of your financial situation, as well as your values and aspiration. I will listen, clarify, and help you prioritize goals before developing a strategy designed to help you achieve success. As someone who holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, my specialties include retirement planning, investment management, and insurance strategies.

Get in touch

Google Map