Felipe Venegas

Felipe M. Venegas, CFP, MBA
Commonwealth Planning Group
Partner
Direct: 617.526.9340

Felipe M. Venegas, CFP®, MBA has been building his financial planning practice since 1997. He works primarily with families and small businesses providing comprehensive, team based financial planning services. Felipe’s specialties include risk management and wealth accumulation planning. In satisfying his vision for his clients, Felipe builds his practice on a foundation of trust, integrity, exceptional service and long-term relationships.

Felipe graduated from the University of New Hampshire with a B.A. in Economics and received his M.B.A. from Babson College. He is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Chartered Financial Consultant, and Chartered Life Underwriter designations. Currently enrolled at the American College, he plans to earn the Accredited Estate Planner and Certified Family Business Specialist designations.

A native of Nashua, New Hampshire, Felipe presently resides in Brookline, Massachusetts. He is an avid golfer and tri-athlete.