- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Lynnfield, MA 01940
Kimberley Feeney Zollo is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Kimberley Feeney Zollo, CFP® is the founder and Principal of Essex Capital Management. With more than 25 years of experience in the financial services industry, she is dedicated to helping her clients pursue their financial goals. Kim's top priority is to gain a clear understanding of each client's unique set of circumstances and chart a plan leading them to financial wellness. As a CERTIFIED FINANCIAL PLANNER™ practitioner, she is committed to abiding by the CFP Board's Code of Ethics, staying on top of changes in the markets, financial industry regulations, investment managers, and financial strategies to provide the very best service to her clients.
Prior to founding Essex Capital Management, Kim had practiced financial planning at Maloy Financial Services in Wakefield and Danvers. A great deal of her career was spent at State Street Research & Management Company (SSRM) in Boston, where she was an officer and vice president of the company. During her time at SSRM, Kim served as the Head of Business Management for Equities, Equity Special Projects Manager, and the Manager for the Mutual Fund Performance Analysis and Investment Compliance Group. Kim left the institutional money management industry in February 2005 to focus her career on personal financial planning.
In addition to financial planning, Kim is an adjunct professor having taught: Macroeconomics, Small Business Finance, Financial Management, and Math for Business & Finance at North Shore Community College. She is also a member of the Financial Services Advisory Board at North Shore Community College. Kim is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association of Massachusetts. She regularly volunteers as a money mentor and conducts financial education workshops.
Kim received her MBA in Finance from Bentley University in Waltham and received her BS in Business Management from Salem State University. While earning an MBA in Finance from Bentley University, Kim concentrated her studies on securities analysis and portfolio management. Upon graduation, she earned the privilege of joining Beta Gamma Sigma (available to those who accomplish honors academic achievement in the study of business). She obtained the CFP® certification in 2007 and received a Graduate Certificate in Financial Planning from Salem State College in 2006.
In her time outside of work, Kim thoroughly enjoys raising her two sons with her husband Bob. Kim also enjoys golfing, skiing, reading, and watching her sons play sports.