Kathleen Kenealy, CFP®, CPWA®
Kathleen Kenealy, CFP®, CPWA® is the Director of Financial Planning and a senior wealth adviser for Boston Private, an SVB company. She specializes in working with successful individuals and families to manage, protect and grow their assets. Ms. Kenealy provides guidance on investment, retirement, philanthropic, estate and tax-planning strategies. As Director of Financial Planning for Boston Private, she oversees the firm’s financial planning processes and is responsible for the planning tools, technology and best practices made available to Boston Private advisers.
Ms. Kenealy has more than 15 years of experience in wealth planning and advisory services. She began her career as a financial planning consultant with Pillar Financial Advisors and, prior to joining Boston Private, worked as a wealth adviser with Peak Financial Management.
Ms. Kenealy holds a B.S. in finance from Babson College. She has been a member of the Red Cross of Massachusetts’ Young Professionals Council for the last five years.
Latest articles by Kathleen Kenealy, CFP®, CPWA®
Enjoy Your 7-Day Weekends: A 3-Step Plan for Retirement
retirement Working your way through these three steps can help almost anyone build a successful retirement plan.
Namaste Invested: Look to Yoga to Build Your Wealth
Investor Psychology It’s uncanny how the principles of yoga apply to financial success. Here are five elements of yoga that are particularly useful for personal wealth.
By Kathleen Kenealy, CFP®, CPWA® PublishedInvestor Psychology
School’s Out for Summer … But Tuition Is Back in the Fall
Paying for College Giving the gift of education never goes out of style. Here are some different options for helping out the young person in your life.
By Kathleen Kenealy, CFP®, CPWA® PublishedPaying for College
5 Strategies to Teach Kids Financial Independence
personal finance Passing down your financial know-how is an important job for parents, grandparents, aunts and uncles, but it’s easier said than done. Here are five practical ways to help ensure the next generation is equipped to thrive.
By Kathleen Kenealy, CFP®, CPWA® Publishedpersonal finance
Unanticipated Side Effects: The COVID-19 Pandemic and Working Women
Coronavirus and Your Money Women in corporate careers face difficult choices amid the global pandemic. Balancing work, family and money may feel impossible, but before you make any major career moves, you should know you may have more options than you think.
By Kathleen Kenealy, CFP®, CPWA® PublishedCoronavirus and Your Money
Conversations that Women Should Have with Their Financial Advisers
retirement planning Here are a few key topics all women should consider when reviewing their financial picture.
By Kathleen Kenealy, CFP®, CPWA® Publishedretirement planning