Kimberley  Feeney Zollo,  CFP<sup>&reg;</sup> - Financial Advisor

Kimberley Feeney Zollo, CFP®

Financial Planner

Essex Capital Management, LLC

P.O. Box 1118
Lynnfield, MA 01940
(781) 595-0201

General

Kimberley Feeney Zollo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Essex Capital Management, LLC in Lynnfield, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Startup, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Women's Finances

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