Megan Kiesel (Certified Student Loan Professional, CFP®)

Megan Kiesel focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Charitable Giving

Financial Psychology/Coaching

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Hourly

Additional Information

I’ve spent the last decade working in consumer finance as a project manager and division director, developing and delivering programs to help families better manage their money, pay off debt, build assets, and plan for college costs and student loan repayment. As a trained social worker, I take a holistic and values-based approach to financial planning where I seek to align your resources with your vision for an ideal life. This can be especially helpful for couples seeking harmony as they pursue shared financial goals. I believe that how you use your resources on a daily basis makes a big difference in your long-term financial stability, so I seek to help clients make intentional choices about spending, saving, and debt that will give them peace of mind.

I have a Masters degree in Social Work from Temple University and a Certificate in Financial Planning from Boston University. Let’s get you situated, shall we?