Wendy Marsden, CFP®, CPA ProsperiTea Planning

About Wendy Marsden, CFP®, CPA

Wendy Marsden, CPA, CFP®, RIA, MSA began as a tax accountant in 1992. In 2001 she opened Tea & Taxes as a CPA tax practice from a home office while she raised her children. She developed a reputation as a thorough tax accountant who looked at the whole financial picture, often offering financial advising to her clients as well as tax preparation. Over time she added comprehensive financial planning services to her tax practice.

She changed the company name to ProsperiTea Planning when she added investment advising services. This completed the journey to become a deeply integrated holistic financial advisor. She combines tax planning and preparation, comprehensive planning, and investment advising into one service offered under an annual retainer to a few dozen clients.

Ms. Marsden’s graduate degree is from the Isenberg School of Management at UMass/Amherst. She participated in their prestigious two-year MBA program, but took all her electives in Accounting and graduated with the Masters of Science in Accounting rather than the Masters of Business Administration. She continued her education with independent coursework in financial planning.

Honors included graduating first in her class with her MS in Accounting, passing both the CPA and CFP® exams on the first sitting, and winning the Wall Street Journal Student Achievement Award for Outstanding Academic Achievement. Her bachelors degree is in Physics & Astronomy, with a minor in Computer Science, from Mount Holyoke College, class of ’86. She is a member of the P.E.O. Sisterhood.

Wendy is assisted from time to time by Jennifer Chabott and sometimes Wendy’s adult son Sammy or her husband Ben. Somewhat less helpful, we also have River, our wonderful office dog. River loves her ball and her belly rubbed. If you uncomfortable with dogs, please let us know and we will put her in her crate before you come.

Wendy Marsden, CPA CFP® RIA, operating as ProsperiTea Planning, is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the Alliance of Comprehensive Planners and the National Association of Tax Preparers.

We are a Green Business and strive to reduce our carbon footprint. We use a paperless filing system, and your copies will be printed double-sided. Virtual meetings using Google Hangout or Skype cut down on commuting costs. In addition, we do a carbon offset each year.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • LGBTQIA
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Annual retainer: $5,000 to $20,000

SEC Records

States Registered

  • Massachusetts

Loading...