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Team

At Northeast Planning Associates, we leverage our experience and knowledge to help you pursue financial independence and retirement confidence. While our experiences and backgrounds are diverse, we all share a common passion for helping people.

Meet our team of caring professionals, based in Fairhaven, Massachusetts:

 

John Castelot believes that independence means understanding that each client’s needs are unique, and that not every client’s goals can be achieved with a single provider of financial products.

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Meagan Willett

Administrative Assistant

800.279.8083

774-294-5406

Meagan Willett has been at Northeast Planning since June 2015, working hard to maintain and foster relationships with clients.

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Alexandre Oliveira is an independent, investment, tax planning, and financial opportunity specialist dedicated to providing common sense strategies to today’s complex financial issues. Alex's goal is to assist his clients in...

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