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.

NAPFA Start Date

February 23, 2004

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This Office

22 Free St Ste 404 Portland, ME 04101-3900 Phone: (207) 775-1177 Fax: (866) 804-1177