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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. The desire to offer...

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Meagan Willett

Administrative Assistant



Sarah Drake

Administrative Assistant

Sarah has been with Northeast Planning Associates since 2021. Sarah is getting into the family business, as she is John Castelot’s daughter and is working towards the process of getting licensed to become a Financial Advisor....

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