Kinder Institute of Life Planning

Description

Address: 1243, 690 Great Rd, Littleton, MA 01460 Phone: (978) 486-8053Website: Place name: Category: : Hours: : : : : : Website: http://www.kinderinstitute.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Kinder Institute of Life Planning Posting publicly on the Web Write a review Reviews Be the first to review

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Kinder Institute of Life Planning Employees

Employee
Years
Job
Industry
Janen Moyer-Pesso, AWMA, CDFA, LPS Janen Moyer-Pesso, AWMA, CDFA, LPS Boca Raton, Florida Details
Janen Moyer-Pesso, AWMA, CDFA, LPS's Kinder Institute of Life Planning Experience 2007 - 2007
Job QDRO & Pension Consultant
Industry Financial Services
Experience
Pesso Properties, LLC   September 2005 - Present
Baron Silver Stevens Financial Advisers   2002 - December 2012
QDRO Direct, LLC   October 1998 - December 2012
Financial Planning Association  1998 - 2009
Kinder Institute of Life Planning   2007 - 2007
Lincoln Financial Advisors  February 1998 - April 2002
Lincoln Financial Group  1991 - 1998

Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Pensions, Investment Advisory, Investments, Wealth, Family Law, Series 7, Employee Benefits, Legal Writing, Fixed Annuities, Financial Planners, 401k, Valuation, Financial Advisory, Investment Strategies, Strategic Financial..., Wealth Management..., Asset Allocation, Personal Finance, Series 63, Finance, IRAs, Mutual Funds, Securities, Financial Planning

Education
Florida Atlantic University
BS, Pre-Law/Criminal Justice

Cornell University   2012 — 2012
Financial Management certification, Finance and Financial Management Services

College for Financial Planning   2011 — 2011
AWMA, Wealth Management for Accredited Investors

Institute of Certified Divorce Planners
CDP, Divorce Planning

College for Financial Planning
CFP candidate, Financial Planning

New Haven High School

Raemonda LaFont Raemonda LaFont Greater Boston Area Details
Raemonda LaFont's Kinder Institute of Life Planning Experience 2012 - 2012
Job Marketing Assistant at Merchants Fleet Management
Industry Higher Education
Experience
Cabot Creamery Cooperative  September 2013 - Present
Merchants Fleet Management  February 2014 - June 2014
Southern New Hampshire University  September 2011 - May 2012
Kinder Institute of Life Planning   2012 - 2012
SubItUp SubItUp Inc   September 2011 - December 2011
Cricket's Paint and Auto   May 2009 - September 2011
99Rock   May 2011 - August 2011
YWCA  September 2008 - May 2011

Skills
Social Networking, Social Media Marketing, Marketing Communications, Photoshop, Illustrator, InDesign, Corporate Communications, Public Relations, Public Speaking, Desktop Publishing, Advertising, Marketing Strategy, Market Research, Facebook, WordPress, Tumblr, Blogger, Pinterest, Google+, Instagram, Twitter, LinkedIn, Photography, Graphic Design, Graphic Arts, Web Design

Education
Southern New Hampshire University   2008 — 2012
Bachelor of Arts (BA), Mass Communication/Media Studies

Stevens High School   2004 — 2008

Eva Brodzik Eva Brodzik Kansas City, Missouri Area Details
Eva Brodzik's Kinder Institute of Life Planning Experience November 2007 - May 2011
Job Business Development at Dovetail Partner Promotions
Industry Financial Services
Experience
Dovetail Partner Promotions   April 2013 - Present
*   June 2011 - April 2013
Kinder Institute of Life Planning   November 2007 - May 2011
The Garrett Planning Network   May 2003 - October 2008

Skills
Sales Management, Food & Beverage, Alcoholic Beverages, Marketing Strategy, Product Marketing, Branded Entertainment, Retail Marketing, Multi-channel Retail, Brand Development, CPG Industry, CPG Sales

Education
MidAmerica Nazarene University

Jake Engle, CFP® Jake Engle, CFP® Portland, Oregon Area Details
Jake Engle, CFP®'s Kinder Institute of Life Planning Experience 2006 - Present
Job Wealth Manager, Wealth Planning & Management Pacific Northwest
Industry Financial Services
Experience
NAPFA Registered Financial Advisor   March 2010 - Present
Kinder Institute of Life Planning   2006 - Present
Wealth Planning & Management Pacific Northwest   January 2004 - Present
MCIT   1985 - 1986

Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Investments, Life Planning, Public Speaking, Financial Advisory, Wealth Accumulation, Writing, Retirement, High Net Worth..., Strategic Financial..., Life Coaching

Education
Saint Louis University
BS, Economics

University of California, Irvine

Michelle Maton Michelle Maton Greater Chicago Area Details
Michelle Maton's Kinder Institute of Life Planning Experience September 2003 - Present
Job Certified Financial Planner at The Planning Center, Inc.
Industry Financial Services
Experience
The Planning Center, Inc.   September 2015 - Present
Kinder Institute of Life Planning   September 2003 - Present
Sudden Money Institute  November 2000 - Present
Aequus Wealth Management Resources   July 1990 - September 2015

Education
Stanford University

Robin Young, CFP® Robin Young, CFP® Greater Boston Area Details
Robin Young, CFP®'s Kinder Institute of Life Planning Experience 2006 - Present
Job CEO Northstar Financial Planning. Providing FeeOnly Wealth Management & Financial Transition Planning for over 25 Yrs.
Industry Financial Services
Experience
Northstar Financial Planning, Inc   January 2004 - Present
Sudden Money Institute  January 2008 - Present
Kinder Institute of Life Planning   2006 - Present
The Colony Group  June 1992 - June 2003
Boston Properties  1987 - 1992

Skills
Financial Transition..., Retirement, Business Brokerage, Wealth Management, Money, Small Business, Project Planning, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Investment Advisory, Asset Managment, Portfolio Management, Asset Allocation, Financial Planners, Financial Advisory, Wealth, Insurance, 401k, Financial Analysis, Personal Financial..., Holistic Financial..., CFP, Fee Only Financial..., Mutual Funds, Asset Management, Investment Strategies, Personal Finance, Certified Financial..., Wealth Management..., Investment Management, IRAs, Finance, High Net Worth...

Education
Sudden Money Institute   2008 — 2013
Mastery - Financial Transitionist, Financial Transition Planning, Mastery

The Kinder Institute of Life Planning   2006 — 2006
RLP, Life Planning

College for Financial Planning   2000 — 2002
CFP, Financial Planning

Suffolk University - Sawyer Business School   1992 — 1998
MBA, Business

Plymouth State University   1982 — 1986
BS, Business

Suzanne Hodges Suzanne Hodges Manchester, Vermont Details
Suzanne Hodges's Kinder Institute of Life Planning Experience 2003 - 2006
Job Vice President, Sunset Mountain Enterprises, Inc.
Industry Real Estate
Experience
Sunset Mountain Enterprises, Inc.   2005 - Present
Snowshoe Mountain Homes   2009 - 2010
Kinder Institute of Life Planning   2003 - 2006
Merrill Lynch  July 1991 - September 2005
Merrill Lynch  July 1991 - August 2005

Skills
Financial Planners, Real Estate, Small Business, Retirement Planning, Retirement, Strategic Financial..., Asset Managment, Estate Planning, Wealth Management, Investment Advisory, Portfolio Management

Education
Marshall University   1987 — 1990
Bachelor's Business Administration, Finance, General

George D. Kinder George D. Kinder Greater Boston Area Details
George D. Kinder's Kinder Institute of Life Planning Experience 2000 - Present
Job Leading Advocate for the new Life Planning paradigm for Financial Advisory Services
Industry Financial Services
Experience
The Kinder Institute of Life Planning   January 2000 - Present
LifeSpire  October 2013 - Present
Kinder Institute of Life Planning   2000 - Present
George D. Kinder - Personal Financial Adviser   January 1973 - December 2004

Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Life Coaching, Wealth, Wealth Management, Financial Planners, Investment Advisory, Public Speaking, Retirement, Estate Planning, Life Planning, High Net Worth..., Personal Finance, Published Author, Financial Services, Investment Strategies, Investments, Asset Allocation, Life and Financial..., Thought Leader, Presenter, Savings, Speaker, Leadership Trainer, Workshop Leader, Leadership, Asset Management, Money, Certified Financial..., Portfolio Management, Employee Benefits, Wealth Management..., Trusts, Public Speaker, Author, Training, Mutual Funds, Investment Management, Thought Leadership, Finance, Strategy, Protection, ETFs, Financial Planning, Inheritance Tax Planning, Alternative Investments

Education
Harvard University   1966 — 1970

Phillips Exeter Academy   1962 — 1966

George L Taylor, CFP® George L Taylor, CFP® Litchfield, Connecticut Details
George L Taylor, CFP®'s Kinder Institute of Life Planning Experience October 2004 - Present
Job Visionary and Advisor
Industry Investment Management
Experience
Kinder Institute of Life Planning   October 2004 - Present
Sudden Money Institute  January 2004 - Present
Temenos Advisory   January 1998 - Present
Becket-Chimney Corners YMCA  January 1994 - Present
Robinson Company   January 1985 - December 1997

Skills
Investment Advisory, Estate Planning, Wealth Management, Financial Advisory, Investments, Strategic Financial..., Retirement Planning, Investment Management, Pensions, Financial Planning, Retirement, Finance, Wealth Accumulation, Securities, Money, Wealth Management..., Personal Financial..., Alternative Investments, Asset Management, Portfolio Management, Financial Services, Personal Finance, Asset Allocation, Life Coaching, Certified Financial..., Financial Planners, Small Business, Holistic Financial..., Investment Strategies, High Net Worth..., 401k, Retirement Income..., Long Term Care, Individual Pension Plans, FPA, Wealth Accumulation..., Roth IRA, 401k Rollovers, Asset Managment, Long-term Care, Insurance, IRAs, ETFs, Strategic Consulting, Private Equity

Education
University of Pennsylvania   1974 — 1982
BA, Poli Sci

Bronxville High School   1970 — 1974

Nadine Mazzola Nadine Mazzola Greater Boston Area Details
Nadine Mazzola's Kinder Institute of Life Planning Experience August 2007 - Present
Job Webmaster and Graphic Designer at Kinder Institute of Life Planning
Industry Graphic Design
Experience
The Kinder Institute of Life Planning   August 2007 - Present
Kinder Institute of Life Planning   August 2007 - Present
Nadine Mazzola, Web and Graphic Design   2002 - 2010
Super Billiards Expo, Allen Hopkins Productions   1994 - 2010
Women's Professional Billiards Association   1994 - 2000

Skills
Web Design, Graphic Design, Book Design, Personal Finance, Strategic Financial..., Newsletters, Marketing, Website Development

Education
Johnson & Wales University   1984 — 1988