Kristin  McKenna,  CFP<sup>&reg;</sup> - Financial Advisor

Kristin McKenna, CFP®

President

Darrow Wealth Management

200 Reservoir Street, Suite 303
Needham, MA 02494

Darrow Wealth Management

22 Boston Wharf Road, 7th Floor
Boston, MA 02210
FINANCIAL ADVISOR'S WEBSITE
(617) 330-5090 CONNECT WITH Kristin
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General

Kristin McKenna is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Darrow Wealth Management in Needham, MA and the surrounding communities.

Financial Advisor Overview

Darrow Wealth Management specializes in helping individuals during sudden wealth and liquidity events from an inheritance, business sale, stock options, IPO, or other type of unexpected windfall. Typical clients include business owners, software engineers, and tech and biotech executives. Darrow Wealth Management offers ongoing financial planning and asset management services to individuals across the U.S.

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Financial Advisor Experience

Kristin McKenna is the President of Darrow Wealth Management and CERTIFIED FINANCIAL PLANNER™ professional. She's also a nationally recognized specialist in stock options and equity compensation. In addition to being a Senior Contributor at Forbes, Kristin has been published by U.S. News & World Report, TheStreet, and Business Insider, with quotes in Bloomberg, Barron’s, Fortune, InvestmentNews, Kiplinger, MarketWatch, CNBC, Financial Advisor Magazine, NPR Marketplace, GOLF Magazine, and Huffpost, and others. Kristin holds an MBA in Finance from Northeastern University. She is a member of the Financial Planning Association (FPA) of Massachusetts, The Exit Planning Exchange, and The Boston Estate Planning Council.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources