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
- 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
Specialties: Implementing Generosity in your financial plan Minimizing lifetime income and estate taxes Succession planning for small businesses Nontraditional families, including second marriages and LGBTQAdditional Information
NAPFA Start Date
December 23, 2003
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