Leah
Wealth Advisor
Leah Upton is a Wealth Advisor for Ferris Capital. Prior to joining Ferris Capital, Leah performed financial planning for a subsidiary of MassMutual and also worked as a retirement counselor for the Massachusetts 457B retirement plan where she served as a Registered Representative.
 
 Leah Upton, CFP ®, CRC®, CDFA ®

Leah Upton, CFP ®, CRC®, CDFA ®

Get in touch:

Lupton@ferris-capital.com

508-281-7549

Leah earned a BS in Business Administration from the University of New Hampshire. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Retirement Counselor®, and a Certified Divorce Financial Analyst®, helping families and individuals achieve their personal financial goals and solve financial challenges. An avid animal lover, Leah volunteers on the Board of Trustees for the Humane Society for Greater Nashua. Leah enjoys traveling, skiing, reading, and spending time with friends and family.

How Leah Can Help:

Financial Planning

Cash Flow Analysis

Retirement Planning

Investment Strategy

Wealth Transfer & Legacy Planning