Monisha Potter CFP ®

Monisha Potter CFP ®

Senior Financial Advisor

Phone: (508) 636-6521
Fax: (508) 636 -6524
E-mail:
 

Monisha is the Owner and Senior Financial Advisor of Financial Planning Alternatives.  Since taking over in 2014 she has taken the firm from a two-person operation to a thriving wealth management practice.  She has been a dedicated Financial Planner since 2004 and believes that teaching clients the “Psychology of Money” is the key to their financial success.

As a CERTIFIED FINANCIAL PLANNER® professional she guides her clients to the investments most suited for their individual goals and is passionate about educating her clients to help them feel comfortable with their financial decisions. 

Monisha has a diverse practice with clients ranging from individuals with personal financial investments to small business owners seeking professional guidance.

She is an avid traveler and has a passion for experiencing new cultures and adventures.  Monisha currently lives in Rehoboth with her Husband Ryan and her two children Sabrina and Logan.