Jennifer Climo (CFP®, CPA)

Jennifer Climo focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Jennifer L. Climo, CPA MSFP CFP™

Jennifer is the CEO and a Senior Advisor for Milestone Financial Planning, LLC (MFP) and the owner of Jennifer L Climo CPA PC, Certified Public Accountant.

Jennifer earned her Masters of Science in Financial Planning with High Distinction from Bentley College and the designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards, Inc.

Jennifer is a member in good standing of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA).

Additional Information

Specialties: Implementing Generosity in your financial plan Minimizing lifetime income and estate taxes Succession planning for small businesses

NAPFA Start Date

December 23, 2003

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This Office

3 Executive Park Dr Ste 200 Bedford, NH 03110-6954 Phone: (603) 589-8010 Fax: (978) 649-8834