Profile

Wendy Marsden, CFP®, CPA, MS

ProsperiTea Planning

Contact Details

ProsperiTea Planning
3 Grinnell St
Greenfield, MA 01301
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Primary: 413-829-4832
Mobile: 413-834-5011

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Bio

Wendy Marsden, CPA, CFP® specializes in tax-focused financial planning and wealth management. She offers comprehensive financial planning on a fee-only basis, which may involve tax planning & preparation, investment advising, budget advising, asset allocation strategizing, retirement planning, retirement cash flow management, wealth management, financial aid counseling, or an overview of your insurance and estate planning needs. Wendy Marsden does not sell products or receive commissions.

Specialties: Mint green decaffeinated tea and a happy puppy to pet. :-)

Professional Credentials/Designations

  • CFP®
  • CPA
  • MS

Serving Clients Living In

  • MA

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes