Kathryn Lund (CFP®, CPA, MBA, MSFP, MST)

Kathryn Lund focuses in the
following client markets or areas of practice:

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

Planning Specialties

Kathryn Lund, Principal, is a Certified Financial Planner and a Certified Public Accountant.  She holds Masters of Science degrees in both Taxation and Financial Planning.  Coordination of financial planning issues with the effects of taxation is an important characteristic of her planning and investment approach.

Additional Information

We offer a complimentary initial consulation to discuss your needs and answer questions about our business practices.

NAPFA Start Date

November 20, 2006


This Office

6 Crusade Rd Westford, MA 01886-2702 Phone: (978) 692-4475 Fax: (978) 692-9461