Vanessa Carter-Witt | Boston, MA Financial Planner | Adviser Investments
Vanessa Carter-Witt
Financial Planner
617.321.2200 Contact Vanessa
617.321.2200

Vanessa Carter-Witt

Financial Planner


Background Experience

Vanessa joined Adviser Investments in 2017. She is responsible for providing comprehensive and customized financial planning advice for the firm’s clients, and enjoys helping clients achieve their specific life goals. Vanessa is a 2015 graduate from the University of Dayton with a B.S. in finance and is a CERTIFIED FINANCIAL PLANNER™. She lives in Framingham with her wife and three cats.

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 Well 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

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