Caden Scott Buckley

Employer firm

Beacon Financial Planning, Inc CRD 175372

$397M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 12/2018
  Salve Regina University
  Newport, RI
• 09/2017 → Present
  Sail Newport
  Newport, RI
• 02/2019 → 09/2019
  Srurgis Boat Works
  Yarmouth, MA
• 11/2019 → 02/2021
  East Coast Realty
  Boston, MA
• 02/2021 → 09/2025
  Cape Cod 5
  Hyannis, MA
• 05/2022 → 05/2023
  Redfin
  Boston, MA
• 10/2025 → Present
  Beacon Financial Planing, Inc.
  Hyannis, MA

Other Businesses

1) Sail Newport; Not investment-related; 72 Ft Adams Dr, Newport, RI. 02840; Nonprofit public sailing center; Opti Race Coach; Coach sailing to kids between the ages of 8 and 14, every Sunday during the shoulder season (September - October); Approx. 10% of time during the month.

Designations

• Certified Financial Planner