Kristen joined Commonwealth Planning Group in 2013 after beginning her career in public accounting at Deloitte. She was driven to the financial planning industry by a desire to directly impact clients' lives.
Kristen’s practice involves assisting clients with comprehensive planning needs, including estate planning, investments, tax reduction strategies and insurance. Her technical background lends her credibility and her easygoing personality allows clients to feel at ease while working through their most important financial decisions.
Kristen attended Holy Cross where she was the captain of the tennis team. Originally from Falmouth, Maine, she currently resides in Boston.
Education & Qualifications:
- B.A. in Economics & Accounting, College of the Holy Cross
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary (AIF®)
Kristen Meahl is a licensed CPA, but not practicing.
Kristen Meahl is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Address: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389. Commonwealth Planning Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.