Jennifer Climo, CPA, CFP®, MSFP

Owner • CEO & Senior Advisor

Jennifer established Milestone Financial Planning* in 2003 to put her deep tax management and financial planning expertise to work to help clients grow their wealth and realize financial goals. She has carefully expanded the practice through strategic mergers and is nationally known for her innovative approach to firm management and succession planning, as a conference speaker and podcast guest to fellow financial planning professionals. 

Jennifer combines academic and professional credentials with a passion for her profession. She enjoys “playing with numbers” for relaxation and dedicates a substantial portion of her free time to financial education and services for her community.  In 2021, she created TRIAGE™ (Taxes, Retirement, Investments, Asset Protection, Generosity, Estate Planning), a complimentary video series covering various aspects of financial planning.  

Jennifer earned her Master of Science in financial planning, with high distinction, from Bentley University, and the designation of CERTIFIED FINANCIAL PLANNER™  from the Certified Financial Planner Board of Standards, Inc., in 2003. She earned her Bachelor of Business Administration, cum laude, from the University of Massachusetts – Amherst in 1991, and received a certificate of achievement for passing the CPA exam at the first sitting. 

Jennifer is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the American Institute of Certified Public Accountants (AICPA), Fee-Only Network, and the Financial Planning Association (FPA). 

Jennifer resides in Bedford, New Hampshire, with her wife and two children. She serves as the Finance Elder at the Bedford Presbyterian Church and actively participates in the church’s annual stewardship campaign.  


*Services rendered prior to 2016 were offered through Milestone Financial Planning Inc. (CRD# 124382). Milestone Financial Planning Inc. was registered in 2003 operating primarily in Massachusetts until 2016 when registration ceased and Milestone Financial Planning, LLC was formed and registered with the SEC on 4/22/2016. 

Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation and advice for all of your financial questions.