Boston Financial Management, LLC
Kristina Foreman, JD, CTFA, is an experienced Estate and Financial Planner at Boston Financial Management, LLC since May 2018, where responsibilities include drafting estate planning documents, preparing accountings for estates, and assisting clients during meetings. Prior experience includes roles as a Contract Attorney at Inspired Review, LLC, Update Legal, and a legal assistant at Rubin and Rudman LLP, focusing on estate planning and administration. Additionally, Kristina gained valuable insights as a judicial intern in various family and juvenile courts, and as a 3:03 Certified Student Attorney at Greater Boston Legal Services, where family law cases were managed. Kristina holds a Juris Doctor degree from Suffolk University Law School and has a strong foundation in legal research and writing from various roles, including research assistance during law school.
Boston Financial Management, LLC
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/