Kathleen Sablone
Chief Planning Officer at Boston Financial Management, LLC
- Role
- Chief Planning Officer at Boston Financial Management, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Kathleen Sablone
Estate planning attorney providing customized estate and financial planning for high net worth investors and their families. Specialties: Estate and Gift Tax Planning; Charitable Gift Planning; Retirement Planning
Experience
Chief Planning Officer
Boston Financial Management, Llc
May 2016 — Present · Boston, MA, US
I develop integrated estate planning and wealth management strategies for high net worth clients. I advise clients on techniques to grow and preserve their wealth, transfer wealth to heirs and establish charitable legacies while working closely with their outside tax advisors and estate planning attorneys. I also perform Monte Carlo cashflow analysis as a tool for conversations about planning and investment goals.
Education
Harvard University
BA
1989 — 1993
Boston College Law School
JD, Law
1993 — 1996
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