Commonwealth Financial Group
Kim Martell, CPA, currently serves as a Financial Planner at Commonwealth Financial Group, bringing a strong background in banking and accounting to the role. Prior experience includes positions as a Financial Services Professional at NYLIFE Securities LLC and a Licensed Agent with New York Life Insurance Company. Previous roles encompass Vice President/Controller at Bristol County Savings Bank and Senior Financial Analyst at both Admirals Bank and Capital Crossing Servicing Company LLC. Martell's career began in public accounting as a Supervising Senior Accountant at Dipesa & Company, after earning a Bachelor of Arts in Economics/Accounting from the College of the Holy Cross. With a commitment to educating and guiding clients through their financial journeys, Martell exemplifies a dedicated professional in the financial services industry.