MaryAnne Gucciardi (BA, CFP®, MBA, RICP®)
MaryAnne Gucciardi focuses in the
following client markets or areas of practice:
- Charitable Giving
- Generation X
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Charitable Giving
- Generation X
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Additional Information
MaryAnne launched Wealthmind Financial Planning to help women of all ages, particularly those over 50, with her preemptive and proactive approach to building and implementing a comprehensive financial plan to achieve financial and life goals. Drawing on her experience in business, finance, and fundraising, she creates and implements effective strategies by rigorously analyzing investments, taxes, insurance, and estate planning, with your values as the foundation. As a CFP®, MaryAnne is a fiduciary and has taken an oath to put the client's interests first. Because of the complexities women face, MaryAnne strives to empower women who are -or want to be – the CFOs or co-CFOs of their lives and families. She delivers ongoing, wholistic, step-by-step advice supported by rigorous analysis and individualized to your goals. MaryAnne earned the designation as a Certified Financial Planner™ Professional and Retirement Income Certified Professional®. She graduated with Honors in Economics from Wellesley and earned her MBA from the Harvard Business School. MaryAnne advocates for financial literacy and volunteers as a mentor for 3rd Decade.NAPFA Start Date
September 08, 2021
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