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Jennifer Climo (CFP®, CPA, MSFP)

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 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 has carefully expanded the practice through strategic mergers and is nationally known for her innovative approach to firm management and succession planning, as a podcast guest to fellow financial planning professionals.

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

Jennifer resides in Bedford, New Hampshire, with her wife and two children. Read more about Jennifer in her

Additional Information

Jennifer combines academic and professional credentials with a passion for her profession. She enjoys "playing with numbers" for relaxation and dedicates a substantial portion of her free time to financial education and services for her community. In 2021, she created TRIAGE™ (Taxes, Retirement, Investments, Asset Protection, Generosity, Estate Planning), a complimentary video series covering various aspects of financial planning.

NAPFA Start Date

December 23, 2003

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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Other Offices

20 Depot Street, Suite 310-12, Peterborough,, NH 03458 Phone: (603) 589-8010
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1 Tara Boulevard, Suite 200 Nashua, NH 03062 Phone: (603) 589-8010
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3 Executive Park Dr Ste 200 Bedford, NH 03110-6954 Phone: (603) 589-8010 Fax: (978) 649-8834
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