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John K
CFP®, Series 63, Series 66
Groton, MA
The Practical Planner
John Konetzny is a CFP® with 15 years of industry experience and has been with The Practical Planner since 2016. He serves as a trustee and treasurer on the Groton Public Library Endowment Trust, where he manages funds and financial records. The Practical Planner provides holistic financial planning and investment management for individuals and families, including high-net-worth clients. The firm operates as a fee-only fiduciary, constructing diversified portfolios and offering in-house tax preparation alongside comprehensive financial planning services.
Patricia K
CFP®, Series 63
Groton, MA
The Practical Planner
Patricia Konetzny is a CFP® and holds a Series 63 license, with 27 years of industry experience. She has been with The Practical Planner since 1999. The Practical Planner serves individuals and families, including high-net-worth clients, with holistic financial planning and ongoing investment management. The firm operates as a fee-only fiduciary, constructing diversified portfolios tailored to clients’ risk tolerance and goals, and combines investment advisory services with in-house tax preparation.
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