Cathy Bearce,
CFP®, ChFC®, ADPA®, CLU®, CPWA®
Private Wealth Advisor

Home
About
The IFP Approach
Resources
Contact

Contact

Cathy.Bearce@IFPadvisor.com

Waltham Office

200 5th Avenue Suite 4010

Waltham, MA 02451

Phone: 781-373-4445

Fax: 781-890-5624

Mon-Sun: By Appointment

Have A Question?

Name

Email Address

Question Thank you! Oops!

Contact

Integrated Financial Partners®

Office: 781-373-4445

Fax: 781-890-5624

200 5th Avenue

Suite 4010

Waltham, MA 02451

Cathy Bearce holds her Series 7 through LPL Financial and her Series 66 through Integrated Wealth Concepts

Cathy.Bearce@IFPadvisor.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. ©Integrated Financial Partners, Inc. CASL conferred by The American College.

*Integrated Financial Partners and LPL Financial do not provide tax services.

For more information visit www.FINRA.org or www.SIPC.org.

Click on the links for a copy of the Firm ADV and Client Relationship Summary.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York, and Virginia.

Cathy Bearce CA Insurance #0E56698