Kathleen Mealey (CFP®, EA)

Kathleen Mealey focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Kathy is a Certified Financial Planner(TM), Retirement Management Analyst (SM), Enrolled Agent and member of NAPFA, FPA (Financial Planning Association), and RIIA (Retirement Income Industry Association).

"One of my goals with any financial plan is to make sure the process is understandable for my clients.  And that means when working with couples, both are part of the process.  Usually one person is the main "financial" contact, yet it is important for both to have some level of engagement. Nothing is more satisfying than to have clients share their commitment to a plan because they understand and trust it."

Kathy is part of a team at Sensible Money LLC who work together and follow the same planning and investment methodology set out by the firm's owner Dana Anspach.  The  main office is in Scottsdale AZ with financial advisors in Arizona, California and Massachusetts.  She is able to work with clients in MA as well as all over the east coast of the United States by using webinar meetings.  Her clients love the ease of meeting from their own homes without the traffic and time constraints of driving to an office. Call Kathy today at 781-995-3600 or send an email to kathy@sensiblemoney.com. Be sure to mention you found us on NAPFA.

 

Additional Information

Kathy graduated from the University of Vermont with a Bachelor of Arts degree in Economics and pursued her Masters in Business from Lesley University, Cambridge Massachusetts.

Kathy currently lives in Marblehead MA with her husband Tom and their daughter Kelly.  She just started horseback riding again after many years and is loving it!

 

NAPFA Start Date

February 01, 2016

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This Office

Call for Appointment Marblehead, MA 01945 Phone: (781) 995-3600