Karen Kelly, CFP®
Karen is a CFP® and has climbed Mt. Kilimanjaro twice.
With an emphasis on making complicated strategies understandable, Karen helps empower her clients to make confident decisions.
Karen understands the needs of families and small business owners, having run her own company and consulting practice for the last 18 years. Prior to that, she helped launch Sail America – the sailing industry’s first national trade association. She led the multi-million dollar association for many years as its Executive Director.
She graduated from Boston College with a BS degree in Business Management and a concentration in Accounting. She holds the CERTIFIED FINANCIAL PLANNER™ designation and is an active volunteer at Rosie’s Place and the Alzheimer’s Association.
Karen lives in Boxborough with her husband and enjoys traveling with her family, playing tennis, hiking with the family dog (Jake) and watching her two kids play college sports.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.