Jennifer Climo (CFP®, CPA)

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

  • Business Owners
  • Charitable Giving
  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

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

Additional Information


Implementing Generosity in your financial plan

Minimizing lifetime income and estate taxes

Succession planning for small businesses

Nontraditional families, including second marriages and LGBTQ

NAPFA Start Date

December 23, 2003


This Office

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