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Kathleen M
CFP®, Series 65
Marblehead, MA
Sensible Money, LLC
Kathleen Mealey is a CFP® and Series 65-registered advisor at Sensible Money, LLC with 15 years of industry experience. She has worked at Sensible Money since 2014 and previously spent four years at Cabot Wealth Management. Sensible Money provides ongoing financial planning and discretionary investment management primarily for individuals, trusts, estates, pension and profit-sharing plans, and charitable organizations, focusing on clients transitioning into or already in retirement. The firm employs a planning-and-implementation model called the Juicing® Experience and uses diversified portfolios alongside liability-driven investing techniques.
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