Sally Kennedy (CFP®, EA)

Sally Kennedy focuses in the
following client markets or areas of practice:

  • Divorce Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement, Investment and Tax Planning.

Additional Information

Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards, Inc.  She holds a Certificate in Financial Planning from Boston University.  She is also an IRS Enrolled Agent - which means she is a federally licensed tax practitioner.  Sally has a Bachelor of Science degree in Industrial and Systems Engineering (a major which applies engineering methods to business economics) from Ohio State University and a Master of Arts in German Literature from Middlebury College.  She was also a successful software engineer for many years.

NAPFA Start Date

August 23, 2013

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

705 Boston Post Rd Guilford, CT 06437-2732 Phone: (203) 533-2512