Kathleen Kenealy (CFP®, Chartered SRI Counselor™, CPWA®)

Kathleen Kenealy focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- High Net Worth Client Needs
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
NAPFA Start Date
August 14, 2023