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

NAPFA Start Date

August 14, 2023


This Office

9 Hope Lane Woburn, MA 01801 Phone: (617) 835-8851