Kim Martell, CPA | Financial Planner
Contact Information
617.362.4452
kmartell@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
With a background in banking and as a CPA*, I was drawn to this industry to leverage my skills in guiding others' financial journeys. Rooted in a deep desire to offer education, knowledge, and compassion, my passion for helping people drives my commitment. Being a trusted resource for my clients, I deliver not only financial confidence but also sound advice. This commitment is further enriched by my personal experiences in ensuring my family's financial well-being, which has nurtured a special dedication to empowering women's financial literacy.
Partnering with CFG enables me to offer comprehensive, holistic financial planning, aligning perfectly with my goal of helping to achieve full financial potential for my clients. My unique value lies in delivering tax-efficient financial solutions with empathy and understanding.
Outside work, I hold a degree in Economics and Accounting from The College of the Holy Cross and am a dedicated parent to two children— my son is a recent Syracuse graduate now pursuing his master’s degree, and my daughter is in high school. I actively engage with the community through CABI and MassCPA's committees, extending my commitment to making a positive impact in my community.
My journey is all about helping clients achieve their financial dreams, backed by expertise, empathy, and a dedication to empowerment.
Favorite Quote:
"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." -Maya Angelou
*Licensed but not practicing
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