Broker Check

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, MRFC®

LPL Financial Advisor

800.279.8083

774.294.5406

john.castelot@lpl.com

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

800.279.8083

774-294-5406

meagan.willett@lpl.com

Meagan Willett has been at Northeast Planning since June 2015, working hard to maintain and foster relationships with clients. Helping the firm run as productively as possible, she arranges semi-annual and annual reviews, processes...
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Sarah Drake

Financial Consultant

800-279-8083

sarah.drake@lpl.com

Sarah has been with Northeast Planning Associates since 2021. Sarah is John Castelot’s daughter, and is very excited to be part of the family business. 

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Andrew T. Doughty, CFP®, CIMA®

Director of Research

Andrew T. Doughty, CFP®, CIMA® joined Northeast Planning Associates in 2013 after five years supporting successful financial advisors in Massachusetts and Florida. He brings great knowledge and a thorough understanding of...

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Matthew H. Eaton, CLU, ChFC, CFP®

Director of Case Development

Matthew H. Eaton, CLU, ChFC, CFP®, has been with Northeast Planning Associates for more than 30 years, joining NPA in 1980. 

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