Jennifer Climo (CFP®, CPA)

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 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
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