Karen R. McCloskey,  CFP<sup>&reg;</sup> - Financial Advisor

Karen R. McCloskey, CFP®

; CPWA®

Principal/CFO

CMH Wealth Management, LLC

100 Market St, Unit 201
Portsmouth, NH 03801-3760
(603) 379-8161

General

Karen McCloskey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CMH Wealth Management, LLC in Portsmouth, NH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CPWA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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