Kimberley Feeney Zollo (CFP®)

Kimberley Feeney Zollo focuses in the
following client markets or areas of practice:

  • AUM
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

The need for financial advice arises during life transitions such as: a change in marital status, starting or changing careers, having a family, coming into an inheritance/new found money, or just needing guidance in an array of financial areas.  Sometimes you need a trusted, objective set of ears to act as your sounding board and to offer thoughtful advice during difficult or transitional times. Kim is dedicated to helping her clients make better decisions with thier money.

Additional Information

In addition to the National Association of Personal Financial Advisors (NAPFA), Kim is a member of the Financial Planning Association of Massachusetts™. She regularly volunteers as a money mentor and has conducted financial education workshops.  Kim is a member of the Financial Services Advisory Board at North Shore Community College and has taught as an adjunct professor several business and economic courses.

NAPFA Start Date

June 09, 2014

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This Office

PO Box 1118 Lynnfield, MA 01940-3118 Phone: (781) 595-0201