Sara Kappos, CFP
Blue Hills Wealth Management
Certified Financial Planner in Quincy, MA
Address:300 Crown Colony Dr Ste 102
Quincy, MA 02169
About Sara Kappos
Sara Kappos is a financial professional at Blue Hills Wealth Management located in Quincy, Massachusetts. Sara Kappos holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Sara Kappos provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Sara Kappos300 Crown Colony Dr Ste 102
Quincy, MA 02169
Phone Number:
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Website:
http://www.bluehillswm.com
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