Savvy Ladies Volunteers

Volunteer’s Bio

Kathleen Griffin, CFP® is currently a Financial Planning Director at Morgan Stanley and has previously worked for Facet, an online financial tech startup, and Merrill Lynch.    As a CERTIFIED FINANCIAL PLANNER™ professional, Kathleen has worked with a wide variety of individuals at different stages of life.  However, her passion is to serve women and help them to both feel empowered and gain financial independence.  She excels at meeting her clients where they are, providing education without unnecessary jargon, and helping her clients map a clear financial path forward when life is chaotic.

Areas of Expertise (as specified by volunteer)

Budgeting;Career and Income;Debt Management;Divorce and Money;Family Finances;Investing;Marriage and Money;Retirement;Wealth Management

Return to All Volunteers page