Profile

Mrs. Patricia Konetzny, CFP®, EA

The Practical Planner

Contact Details

The Practical Planner
9 Marlboro St
Maynard, MA 01754
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Primary: 978.461.4932

Bio

Patricia Konetzny founded The Practical Planner in 1999. She is a Certified Financial Planner™, Registered Investment Advisor and an Enrolled Agent with the Internal Revenue Service. She brings over 20 years of experience to her practice, providing a holistic approach to each client’s financial plan with experience and flexibility to adapt client’s strategies with life’s many unexpected turns.

Patricia is a founding and past board member of the Alliance of Comprehensive Planners (ACP), a premier fee-only financial planning organization, a member of the National Association of Personal Financial Advisors (NAPFA), and the National Association of Tax Practitioners (NATP). As a NAPFA- Registered financial advisor, she is required to meet the most stringent continuing educational requirements in the industry.

Patricia is originally from Miami, Florida and earned her degree in Economics from Assumption College in Worcester, MA where she met her husband, Tom of 37 years. She fell in love with New England and now resides in Maynard, Massachusetts. In her free time, she loves spending time with her young grandchildren, gardening, hiking and vacationing in their remote cabin in Vermont’s Northeast Kingdom.

Accepting New Clients

Yes

Offers Remote Appointments

Yes