Financial Advisor in Needham, Massachusetts
Personal Bio
Kimberly J. Howard, CFP®, CRPC®, ADPA® is the founder and owner of KJH Financial Services in Needham MA, Newton MA and Denver CO. She is a Certified Financial Planner™ practitioner and has over fifteen years of experience in financial management and education. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning.
Kimberly holds a Master of Science degree in Computer Science Information Management from Boston University. She earned a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas. She attended Boston University for her Certification in Financial Planning and H&R Block for Tax Preparation Certification.
Kimberly is currently an adjunct faculty member at MetroState University where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning. She is a past adjunct faculty member at Boston University and The College for Financial Planning.
Kimberly is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). She was named to the Metropolitan Who's Who Among Executive and Professional Women.
Firm Name
KJH Financial Services
Firm Bio
START YOUR PLANNING TODAY
If you have financial challenges to solve or financial goals to achieve, then KJH Financial Services is for you. Consider, inadequate or improper planning can be financially disastrous. Insufficient retirement savings can force a reduced lifestyle and possible postponement of retirement. An uninsured loss can eliminate accumulated wealth. Improper tax planning can result in higher than necessary taxes causing dollars to be lost to an accumulation plan or to one’s heirs. Our financial planning solutions can help you to achieve both financial security and greater wealth. Start your financial planning today. Locations in Newton, MA and Denver, CO.
Advisor Type
RIA - Kimberly Howard
Firm License #
142443
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
License(s)
Advisor License #
5246162
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
Methods of Compensation
Military Veteran
Language Spoken
Disclaimer
Fee-only Certified Financial Planner. Clients interest first.
