Michaela Green Herlihy

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:

Current Employers

Beacon Financial Planning, Inc

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2015-04-21

MA RA
APPROVED

Since 2015-04-21

Branch Locations

540 Main Street Suite 14, Hyannis, MA 02601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Beacon Financial Planning , Inc.	South Easton	MA	05/2012	03/2025
Beacon Financial Planning Of Cape Cod, Inc.	Hyannis	MA	02/2015	03/2025
Beacon Financial Planning, Inc	Hyannis	MA	03/2025	Present

05/2012 → 03/2025

Beacon Financial Planning , Inc.

South Easton, MA
02/2015 → 03/2025

Beacon Financial Planning Of Cape Cod, Inc.

Hyannis, MA
03/2025 → Present

Beacon Financial Planning, Inc

Hyannis, MA

Previous Registrations

2012-05-08 → 2019-12-26

Beacon Financial Planning, Inc.

South Easton, MA
2009-11-12 → 2012-05-03

Aevitas Wealth Management, Inc.

Wellesley Hills, MA

Other Businesses

NAME: ChoZenFam, NON-INVESTMENT RELATED; ADDRESS: 170 EVANS STREET, OSTERVILLE, MA 02655; NATURE: eCOMMERCE; POSITION: OWNER; START DATE: JANUARY 2019; HOURS PER MONTH: 15; HOURS DURING TRADING HOURS: NONE; DUTIES: PROMOTE eCOMMERCE WEBSITE VIA SOCIAL MEDIA.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-07-16

S66 Uniform Combined State Law Examination

2007-07-16

Designations

Certified Financial Planner

Other Names

Michaela Herlihy

View on SEC IAPD