Broker Check

Planning Partners, LLC

(860) 693-9916

Team

Kristin & JoAnne are registered representatives and investment adviser representatives of Cetera Advisor Networks LLC and hold life, health and long term care insurance licenses. They stay up-to-date with current financial planning topics through comprehensive continuing education programs with the Financial Planning Association, CFP® Board, FINRA and Connecticut Insurance Department.

 
Kristin Wadman Oswald is an owner of Planning Partners, LLC ,a small and personal financial planning firm in Canton. She and her associate, Investment Advisor Representative JoAnne DePalma, CFP®, AIF® work closely with over 300...

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JoAnne DePalma, CFP®, AIF®

Investment Advisor Representative

(860) 693-9916

(860) 693-9918

JoAnne is a seasoned professional with over 17 years of investment analysis, asset allocation and financial planning. Her specializations include designing financial plans for individuals to determine where they are today, where they...

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Stephanie Green

Administrative Assistant

(860)693-9916

(860)693-9918

Stephanie has been the administrative backbone of Planning Partners, LLC for more than 10 years, providing outstanding service on the phones and to the advisors in the office. She handles client communications via phone, internet and...

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