Portia Planning and Wealth Management

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Portia Planning and Wealth Management
Team photo for Portia Planning and Wealth Management

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Team

Carolyn Casasanta

Executive Assistant

Qualifications

  • B.S. Accounting, University of Massachusetts at Amherst
  • MBA, Suffolk University
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