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Beata Dragovics, MSFP®, CFP®, CEP®
Freedom Trail Financial
Beata Dragovics, MSFP®, CFP®, CEP®
Location:Boston, MA, 02116
Experience:19+ years of experience
Minimum portfolio requirement
(including stock grants):
At least $1,000,000
Credentials/Education: CFP: Certified Financial Planner
Other Certifications:MSFP®, CEP®
Fee structure(s):Percentage of assets
Fixed Fee
Fee only
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Employment Negotiations
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
FTF specializes in helping clients with equity compensation strategies to maximize their company stock and option holdings as part of their comprehensive and holistic financial and investment plan.

Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC,, Registered Investment Adviser. Financial Planning services offered through Freedom Trail Financial are separate and unrelated to Commonwealth.
Please read the terms and conditions of the service before continuing.
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