Kim Martell, CPA Financial Planner

Kim Martell, CPA Financial Planner With a background in banking and as a CPA, I was drawn to this industry to leverage my skills in guiding others' financial journeys.

Rooted in a deep desire to offer education, knowledge, and compassion, my passion for helping people drives my commitment.

09/22/2025

Still time to register! Please use QR code below to register. See you Wednesday at noon!

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutu...
07/28/2025

Last chance to register! I’m inviting you to listen first-hand from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he gives a clear, calm perspective during uncertain times. Don’t miss out—your financial peace of mind matters. https://bit.ly/4lNSC8u

Feeling uneasy about the economy? You're not alone. Join us as Daken Vanderburg, Chief Investment Officer of MassMutual ...
07/14/2025

Feeling uneasy about the economy? You're not alone. Join us as Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, gives a breakdown of the current economic landscape. Register today! https://bit.ly/4lY63Tf

Not too late to join us! Thank you Tara Shuman and Wildewood Education for hosting! Financial Literacy Seminar tomorrow ...
04/27/2025

Not too late to join us! Thank you Tara Shuman and Wildewood Education for hosting! Financial Literacy Seminar tomorrow night at 7. See you there!

Excited to spread my mission of financial literacy. Thank you Tara for hosting! Join us!

With all the recent market activity, I’m inviting you to hear first-hand from Daken Vanderburg, Chief Investment Officer...
04/21/2025

With all the recent market activity, I’m inviting you to hear first-hand from Daken Vanderburg, Chief Investment Officer of MassMutual Wealth Management, as he gives an update on navigating the political and market complexities of 2025. Register today: https://cvent.me/grMgbo.

Excited to present a seminar at the upcoming CABI (Canton Association of Business and Industry) Lunch & Learn! Great top...
01/10/2025

Excited to present a seminar at the upcoming CABI (Canton Association of Business and Industry) Lunch & Learn! Great topic on "Navigating the Business Landscape"!

Please register here. https://lnkd.in/euM4WSxk

Looking forward to seeing you on January 30th!

10/03/2024

I'm a seasoned Financial Planner at Commonwealth Financial Group, a financial advisory firm. I am dedicated to empowering women small business owners with personalized financial strategies. I'm passionate about helping entrepreneurs achieve their financial goals and navigate the complexities of busi...

Address

280 Congress Street, Suite 1300
Boston, MA
02210

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