Jennifer is the President of Milestone Financial Planning, Inc. (MFP) and owner of Jennifer L. Davidson, CPA PC, Certified Public Accountant. Jennifer has been working with individuals and small businesses for her entire career, starting in 1991. Jennifer spent 4 1/2 years working as an auditor & tax accountant for a regional CPA firm, and then another 3 1/2 years as the CFO for a large nonprofit organization before starting her own CPA firm (now Jennifer L Davidson, CPA PC) in 1999. Jennifer started providing financial planning & investment management services through Milestone Financial Planning, Inc. in 2003.Tax Preparer in Westford, MA
Jennifer earned her Masters of Science in Financial Planning with High Distinction from Bentley College and the designation of CERTIFIED FINANCIAL PLANNER® practitioner from the Certified Financial Planner Board of Standards, Inc. in 2003.
Jennifer is a member in good standing of the National Association of Personal Financial Advisors (NAPFA), the American Institute of Certified Public Accountants (AICPA), the Massachusetts Society of Certified Public Accountants (MSCPA) and the Financial Planning Association (FPA).