Vanessa Carter-Witt | Boston, MA Financial Planner | Adviser Investments
Vanessa Carter-Witt
Senior Financial Planner
617.321.2200 Schedule a Meeting
617.321.2200

Vanessa Carter-Witt

Senior Financial Planner


Background Experience

Vanessa joined Adviser in 2017, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. As a CFP® professional, she is responsible for providing comprehensive and customized financial planning advice to Adviser Investments’ clients. She has a particular interest in helping clients deal with the complexities of aging in place, and recently received her Certification for Long-Term Care (CLTC®). She is a 2015 graduate of the University of Dayton with a B.S. in finance.

Certifications

CFP®

The Best Financial Advice I Ever Received

Building up an emergency savings fund is crucial for your peace of mind and your bottom line! The amount of cash needed will vary depending on your monthly costs, income, risk tolerance and dependents—a good rule of thumb is to put away at least three to six months’ worth of expenses. The excess cash can be used to pay down debt, save for major purchases, contribute to your retirement accounts and invest in the market.

Call: 617-321-2200
Address

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Vanessa's Latest Insights

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