Lee Ann Fatalo, CFP®, ChFC®

Lee Ann Fatalo joined the financial services industry in 1999. She works with individuals, professionals and business owners to help them plan for life's important events; such as, home purchase, college funding, retirement, business succession, divorce and estate planning.  In 2004, Lee Ann formed The Minority Business Resource Network (MBRN), dedicated to developing  solutions for all the professional business needs of minority and women-owned business enterprises. MBRN is a group of  industry professionals; including financial advisors, employee benefit specialists, CPAs and attorneys.

She is a Senior Financial Planner and Financial Services Representative, holding Series 6, 66 and 7 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.

She recently earned her CHARTERED FINANCIAL CONSULTANT (ChFC®) DESIGNATION

Lee Ann is a member of the Financial Planners Association. 

Qualifications

  • CERTIFIED FINANCIAL PLANNER TM  professional
  • Licensed in MA, RI, NH, NY, NJ, DE, CT, NJ, SC, VA, FL, NM, AZ, CA, PA, GA, MD, NC, TX, and DC
  • Life, Accident and Heath Insurance Licensed
  • Securities Registered Series 6, 66, & 7

Achievements & Affiliations

  • FIVESTARSM  Wealth Manager, Best of Boston 2011 - 2019*
  • Million Dollar Round Table, Member
  • Financial Planning Association, Member
  • Boston Chamber of Commerce, Member
  • National Association of Securities Professionals, Member
  • National Association of Black Accountants, Boston Metro Chapter
  • Mass Minority Contractors Association, Past Board Member
  • Community Development Corporation of Boston, Board Member
  • MetLife Advisory Council , Past Member, Diverse Markets Committee 
  • May Institute, Board Member
  • Beth Israel Deaconess Medical Center, Board of Overseers

*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.