Silvia Manent (CFA, CFP®)

Silvia Manent focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • AUM
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

Financial planning, education planning, risk management, insurance, investments, tax planning, retirement planning, and estate planning.

NAPFA Start Date

July 21, 2021

Submit
Submit

This Office

55 Traveler Street Boston, MA 02118 Phone: 7813890479