Specialties
About Me
Hi, I'm MaryAnne Gucciardi, and my dream is to help women of all ages, particularly those over 50, with the preemptive and proactive steps for building and implementing a wholistic financial plan that will help you achieve your financial and life goals.
I draw on my 30+ years of experience in business, finance, and fundraising and the five pillars of financial planning- goal setting, investment, insurance, estate, and tax planning- with your values as the foundation of your plan. I deliver step-by-step advice supported by analysis and individualized to your goals. I grew up in Medford, Mass., graduated with Honors in Economics from Wellesley, and earned my MBA from the Harvard Business School. My husband and I have two adult children and a hound-lab-collie mix. My time is split between Chapel Hill, NC, and Cambridge, MA, where I help my siblings care for my mom (age 93) and aunt (91). I am an advocate for financial literacy and volunteer as a mentor for 3rd Decade. I love traveling, musicals, biking, and the beach. Fun fact: I lived in Hong Kong for 15 years and took a one-year sabbatical in Lucca, Italy.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP®, MBA, CFP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Wealthmind Financial Planning™ LLC is an Investment Adviser registered with the Commonwealth of Massachusetts and the State of North Carolina. All views, expressions, and opinions included in this communication are subject to change. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.wealthmindfp.com. Electronic mail is not secure and could be intercepted by a third party. For your protection, avoid sending identifying information such as account, Social Security, or card numbers to us or others. Do not send time-sensitive, action-oriented messages such as transaction requests. This message may be privileged, confidential or proprietary, and if you are not an intended recipient, please notify the sender, do not use or share it, and delete it. The information contained in this email was obtained from sources believed to be reliable; however, the accuracy or completeness of this information is not guaranteed. Unless indicated otherwise, this message is not an offer to sell or a solicitation of any investment products or other financial product or service or an official confirmation of any transaction. Securities and insurance products are not FDIC-insured, are not guaranteed, may lose value, are not a bank deposit and are not insured by any federal government agency. Past performance is no guarantee of future results. All email sent to or from this address will be received or otherwise recorded by Wealthmind Financial Planning LLC and is subject to archival, monitoring or review by, and/or disclosure to the Secretary of the Commonwealth of Massachusetts, Securities Division; the Secretary of State of North Carolina, Securities Division, and the Securities and Exchange Commission. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. Wealthmind will only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.