When I have a plumbing issue, I call a plumber and when there is an electrical issue, my electrician gets my call. A financial plan is also in need of a financial planner. As a Certified Financial Planner I understand the importance of providing a comprehensive plan and I have the knowledge and the educational backing to provide addition insight that you can not get from doing it yourself or a You Tube video. At Statera Financial, our goal is to help you map out a plan to match your financial goals with your available financial resources. I am a State Registered IAR with licenses to sell insurance and health products in MA, RI, ME, CA and FL. Domiciled in MA, CA Insurance License #0K14109. Security services are offered through Statera Financial LLC, a Registered Investment Advisor in the State of Massachusetts. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Registered Investment Advisor
Statera Financial LLC
Serving Clients in these States