About Sandra Gilpatrick, CFP , CDFA™, Wealth Consultant
Sandra Gilpatrick, CFP®, CDFA™, Wealth Consultant, specializes in serving the unique financial needs of women, particularly GenX and Millennial professional women in Boston. Her practice focuses on empowering women to feel confident about their finances through personalized planning, investments, and risk management. Clients praise her for her deep knowledge, kindness, and responsiveness, noting that she genuinely listens to their goals and offers clear, easy-to-understand guidance. She takes the time to explain complex financial concepts and provides practical tools to help clients take charge of their financial lives. Many appreciate her ability to see the big picture, which helps them feel organized and confident in their financial decisions. Her dedication to finding solutions that benefit her clients is evident in every interaction. Clients also highlight her caring nature and her commitment to their well-being, often remarking that her advice has given them peace of mind and a sense of empowerment. As a registered representative offering securities and advisory services through LPL Financial, Sandra is trusted and highly recommended by those she serves. Her goal is to make financial planning manageable and accessible, particularly for women seeking expert support and guidance.
I would highly recommend Sandra and her expertise. She is incredibly knowledgeable but more than that she asks questions about my goals and really listens to my answers. I feel confident that she understands my financial goals and is a dedicated partner in helping me achieve them.
May 2023
Better quality attention than I could have hoped for! Sandra truly cares about your money and your life. On top of that, she truly listens to you. She also takes the time to explain things and teach you. I feel lucky to have found her and highly recommend!!!
February 2023
Sandra is friendly, knowledgable, communicative, and understanding. She breaks the process down so it’s easier to comprehend and encourages questions. Highly recommend!
