Karen Elise Kilbride (CFP®, CPA/PFS)

Karen Elise Kilbride focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Karen Elise has been planning and managing the financial affairs of individuals and families to help them achieve their life goals since 2003. She is a CERTIFIED FINANCIAL PLANNER® Practitioner and Certified Public Accountant who has been a part of the financial services industry since 1984.

Work experience before becoming a fee-only advisor in 2003 included practicing as a public accountant for both an international accounting firm (Coopers & Lybrand LLP) and a large regional CPA firm in Portland, Maine. Karen Elise’s financial services industry experience also includes eleven years in the property/casualty insurance business working for a number of Fortune 500 companies in New York and Maine.

Karen Elise holds a Certificate in Financial Planning from Merrimack College and is a Summa Cum Laude graduate of the University of Southern Maine with a Bachelors of Science Degree in Accounting. Karen Elise earned the right to call herself a CFP® practitioner from the CFP Board of Standards in 2003.