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 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