Kathryn K. Lund,  CFP<sup>&reg;</sup> - Financial Advisor

Kathryn K. Lund, CFP®

Senior Advisor

Milestone Financial Planning, LLC

6 Crusade Rd
Westford, MA 01886
(978) 504-2960

General

Kathryn Lund is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Financial Planning, LLC in Westford, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

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Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Personal Taxes, Women's Finances

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