Sally Kennedy (CFP®, EA)
Sally Kennedy focuses in the
following client markets or areas of practice:
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Divorce Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Retirement, Investment and Tax Planning.
Additional Information
Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™ as designated by the Certified Financial Planner Board of Standards, Inc. She holds a Certificate in Financial Planning from Boston University. She is also an IRS Enrolled Agent - which means she is a federally licensed tax practitioner. Sally has a Bachelor of Science degree in Industrial and Systems Engineering (a major which applies engineering methods to business economics) from Ohio State University and a Master of Arts in German Literature from Middlebury College. She was also a successful software engineer for many years.
NAPFA Start Date
August 23, 2013
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