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


This Office

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