Sally Kennedy is a CFP-designated registered investment advisor at Real Financial Planning, LLC, based in Guilford, CT, with 12 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 18 clients.
Compensation
Firm Size
IM Fee
Contact
Sally Kennedy
Location
705 Boston Post Road, Guilford, CT, 06437
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sally is involved in tax preparation services. This activity is not investment-related.
Employment History
Current Registrations
Real Financial Planning, LLC
State Registrations1 state
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Additional Information
Sally Kennedy is a CERTIFIED FINANCIAL PLANNER™ as designated by theCertified Financial Planner Board of Standards, Inc.She holds a Certificate in Financial Planning from Boston University. She is also an IRS Enrolled Agent - which means she is a federally licensed tax practitioner. Sally has a Bachelor of Science degree in Industrial and Systems Engineering (a major which applies engineering methods to business economics) from Ohio State University and a Master of Arts in German Literature from Middlebury College. She was also a successful software engineer for many years.