Business Planning
Click on a name to access their bio.
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Sharon J. Phelan, CFP®
Business Planning Director
- Sharon.Phelan@ropeswealth.com
- T+1 617 854 2993
- Boston
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Saori Takahashi
Business Planning Administrator
- Saori.Takahashi@ropeswealth.com
- T+1 617 235 4265
- Boston
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Robert N. Shapiro
Senior Consultant and Retired CEO
- Robert.Shapiro@ropeswealth.com
- T+1 617 951 7217
- Boston