Financial Planner/Financial Advisor, Baystate Financial
Bio: Arwen’s mission is to help people achieve their financial goals. Due to a collaborative and educational approach, her clients feel confident when faced with big decisions and prepared for the future. She received her Bachelor of Fine Arts with honors from New York University, attained a Certificate in Fundraising and Development from Rollins College’s Crummer School of Business and is currently pursuing her CFP® designation. Before transitioning to finance, Arwen worked for 20+ years in the arts and entertainment industry as a performer, producer, fundraiser and arts manager. Given her experience, she understands the unique challenges faced by artists when it comes to financial matters. She specializes in working with women, artists and the LGBTQ+ communities.
Offerings to BBPW Members: Client services include: fee-based financial planning, fiduciary investment management, retirement strategies, estate planning, life-disability-long term care insurance planning, education planning, tax/legacy planning, business succession planning.
BBPW Committees: Board, Programming
BBPW Member since: 2016
Phone: (718) 440-0147