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
- 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 LGBTQNAPFA Start Date
December 23, 2003