Lee Ann Fatalo, CFP®, ChFC®, RICP®

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 Financial Planner and Financial Advisor holding Series 6, 66 and 7 licenses and is a CERTIFIED FINANCIAL PLANNERTM professional. 

She recently earned her CHARTERED FINANCIAL CONSULTANT (ChFC®) and RETIREMENT INCOME CERTIFIED PROFESSIONAL ( RICP®) designations.

Qualifications

  • CERTIFIED FINANCIAL PLANNERTM professional
  • Life,Accident and Health Insurance Licensed
  • Securities Registered Series 6, 66 & 7

Achievements & Affiliations

  • Financial Planning Association, 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

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM , CFP® (with plaque design), CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.