top of page

HELPING OUR CLIENTS

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

​

We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

 

Click below to learn more about the services we offer.

INSURANCE STRATEGIES

LEGACY AND ESTATE PLANNING

FAMILY FOCUSED 

OFFICE

WEALTH MANAGEMENT

WEALTH DISTRIBUTION
STRATEGIES

HIGH NET WORTH

Fernando Perez

Financial Advisor

Fernando.Perez@IFPadvisor.com

781-373-4415

200 Fifth Avenue, Suite 4010

Waltham, MA 02451

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

​

CRPC conferred by College for Financial Planning. CASL conferred by The American College.

 

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are  properly registered or licensed. No offers may be  made or accepted from any resident of any other state.

​

Click on the links for a copy of the Firm ADV  , Client Relationship Summary , and LPL Financial Form CRS.

bottom of page