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Harvard Square Financial Planning, LLC Employee Directory

Financial ServicesMassachusetts, United States0-1 Employees

Harvard Square Financial Planning, LLC is a financial services firm that guides members of the nonprofit community in understanding their financial situations and the implications of life transitions. The firm emphasizes personalized, objective guidance and operates on a fee-only basis, avoiding product sales and commissions.

Based in Cambridge, Massachusetts, the practice serves nonprofit professionals seeking impartial financial planning. By compensating the advisor directly, it aims to align recommendations with clients' interests rather than product incentives. The firm positions itself as a small, focused advisory option within the financial services industry.

Find Harvard Square Financial Planning, LLC employees' phone numbers or email addresses

Harvard Square Financial Planning, LLC Global Highlights

Location
Employees

North America
1

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  • United States Of America
    1

Harvard Square Financial Planning, LLC's Leadership

  • Stylized image of a person
    M. K.
    Principal
    Phone icon
    Mobile Phone

Harvard Square Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Harvard Square Financial Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. K.
    Principal
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 28, 2026

Frequently Asked Questions

What is Harvard Square Financial Planning, LLC known for?

Minus sign iconPlus sign iconHarvard Square Financial Planning, LLC operates in the Financial Services industry. The company's main headquarters is located in po Box 381329 Cambridge, Massachusetts 02238 United States. Explore Harvard Square Financial Planning, LLC's company overview page for more information.

What is Harvard Square Financial Planning, LLC's most common email format?

Minus sign iconPlus sign iconHarvard Square Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Harvard Square Financial Planning, LLC email formats with LeadIQ.

How many employees does Harvard Square Financial Planning, LLC have currently?

Minus sign iconPlus sign iconHarvard Square Financial Planning, LLC has approximately 1 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Harvard Square Financial Planning, LLC's key employees and leadership?

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As of April 2026, Harvard Square Financial Planning, LLC's key employees include:

  • Principal: M. K.

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