Kristin McKenna

Kristin McKenna, CFP®

President and Wealth Advisor

Kristin is a CERTIFIED FINANCIAL PLANNER™ professional and the firm’s President. She’s a nationally recognized specialist in stock options and equity compensation with a particular focus in sudden wealth events, such as helping individuals plan for an IPO, acquisition, or sale of a business. In 2023, Kristin received the InvestmentNews 40 Under 40 recognition. Each year, InvestmentNews selects 40 honorees from across the country based on their on their accomplishments, contribution to the industry, leadership, and promise.*

Kristin’s expertise advising business owners is unique, having successfully completed a company transition with her father, Tom McFarland. As a business owner herself, she’s an invaluable resource for clients who are either currently running their own company or planning an exit.

An avid writer, Kristin is frequently published in the national news media. She is currently a Senior Contributor at Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and the National Association of  Personal Financial Advisors Magazine, with quotes in Bloomberg, Barron’s, Fortune, InvestmentNews, Kiplinger, MarketWatch, CNBC, Financial Advisor Magazine, NPR Marketplace, GOLF Magazine, and Huffpost, among others. Kristin has also been invited to be a panelist for several events around stock option financial planning.

Having grown up on a horse farm, Kristin has always had a passion for animals, especially cats. Although she would prefer the four seasons to all be summer, Kristin lives in Boston with her husband and two cats she found in an alley.

Kristin holds an MBA in Finance from Northeastern University and is a Deloitte Consulting Alumni. She is a member of the Financial Planning Association (FPA) of Massachusetts, The Boston Estate Planning Council, and the Exit Planning Exchange. She is a BEPC Financial Literacy Program volunteer, CFP Board mentor, and past volunteer for Junior Achievement.

*Disclosure: InvestmentNews 40 Under 40 Award

The InvestmentNews “40 Under 40” recognition is given to financial industry professionals under the age of 40 who have exhibited qualities of leadership within the financial advice field. Nominations are judged by the editorial staff of InvestmentNews and winners are selected based on the following criteria: level of accomplishment; contribution to the financial advice and investing professions; leadership; and potential. InvestmentNews states they receive more than 1,000 nominations for the 40 Under 40 award each year. The award was publicly announced by InvestmentNews on June 5, 2023; next year’s class of honorees will be announced in June 2024.  No fee was paid to be considered for this award or promote the outcome. Winners are invited to attend InvestmentNews’ 40 under 40 Summit & Awards celebration in NYC. Attendees are responsible for their own transportation and accommodations. Membership to an organization is not required to be considered for the 40 Under 40 award. For additional information please visit:  https://www.investmentnews.com/awards-and-recognition/40-under-40-2