Financial Planning and Investment Resources

Financial Planning and Investment Resources

TIAA

TIAA has easy-to-use online resources to help you develop an investment strategy and/or individualized counseling with a TIAA representative. 

TIAA will be available to employees and reach out to all participants to remind them that their TIAA financial consultant is here to help, by phone and virtually. Learn how to set up a virtual session.

Visit our TIAA Resources for more information

 

Certified Financial Planners

One-on-one independent, certified financial planners (CFPs) can meet with you on campus and assist you with general financial, investment and retirement planning.

  • Call Ext. 2212 or 2215 to make an appointment.

Contact: Dashawn Butner | Office of Human Resources & Equal Opportunity | db1@wellesley.edu | 781-283-2210