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Kimberly Howard

Advisor Details

Financial Advisor in Needham, Massachusetts with 20 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP)

Chartered Retirement Plans Specialist (CRPS)

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. 

Personal Introductory Video

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 Needham MA, Newton, MA and Denver, CO.

Advisor Type

RIA - KJH Financial Services

Firm SEC/CRD #

142443

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Firm Logo

Education

Boston University
Financial Planning
Duration: 1986 - 1987

License(s)

Advisor SEC/CRD #

5246162

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Fee-Only

Specialties

Preferred Client Type

Membership Associations

Certified Financial Planner Board of Standards (CFPBS)

Financial Planning Association (FPA)

NAPFA

Personal Blog

Military Veteran

what is investment risk

Language Spoken

Disclaimer

Fee-only Certified Financial Planner. Clients interest first.

Contact:

137 Taylor Street
Needham, Massachusetts 02494

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