Kathleen Sablone

Kathleen Sablone has a strong background in financial management and planning. Kathleen currently serves as the Chief Planning Officer at Boston Financial Management, LLC, where they develop estate planning and wealth management strategies for high net worth clients. In this role, they advise clients on wealth preservation and growth, as well as transferring wealth to heirs and establishing charitable legacies. Kathleen also utilizes Monte Carlo cashflow analysis to facilitate conversations about planning and investment goals. Prior to their current position, Kathleen worked as the Director of Planning at Emerson Investment Management from 2009 to 2016. Kathleen also has experience as a Vice President at U.S. Trust, Bank of America Private Wealth Management from 2001 to 2009, and as an Associate at Choate, Hall & Stewart from 1996 to 2000.

Kathleen Sablone graduated from Boston College Law School from 1993 to 1996 with a JD degree in Law. Prior to that, they attended Harvard University from 1989 to 1993 and obtained a BA degree, although their field of study is unspecified. In addition to their educational background, Kathleen Sablone also obtained the AEP(R) certification from NAEPC in January 2018.