BEACON FINANCIAL PLANNING, INC.

BEACON FINANCIAL PLANNING, INC. of SOUTH EASTON, MA is an SEC-registered investment adviser (CRD 128757). Regulatory assets under management: $143.2M.

Registration

Officers, owners & control persons (3)

NameRoleLocation
HERLIHY WALTER KENDALLDIRECTOR, CHIEF COMPLIANCE OFFICER, PRESIDENT, SECRETARY, CHIEF INVESTMENT OFFICER; DIRECTOR, PRESIDENT, SECRETARY
DESCHENES PETER LEOTREASURER
GADKOWSKI LINDA BARNESCHIEF COMPLIANCE OFFICER

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