Broker Check

Team

Kristin & JoAnne are Registered Representatives and Investment Advisor 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 W. Oswald, CFP®, ChFC®, CLU®, AIF®

Investment Advisor Representative

(860) 693-9916

(860) 693-9918

kristin@planningpartner.com

Kristin is the owner of Planning Partners, LLC, a small financial planning firm located in Canton, CT. She works closely with more than 300 individuals, families and small businesses all over the U.S. as they plan for their financial...

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JoAnne DePalma, CFP®, AIF®

Investment Advisor Representative

(860) 693-9916

(860) 693-9918

joanne@planningpartner.com

JoAnne is a seasoned professional with 20 years of providing investment analysis, asset allocation and financial planning. Her specializations include designing financial plans for individuals to determine where they are today, where...

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Stephanie Green

Client Service Associate

(860) 693-9916

(860) 693-9918

stephanie@planningpartner.com

Stephanie has been the administrative backbone of Planning Partners, LLC for more than 15 years, providing outstanding service on the phones and to the advisors in the office. She has 35 years of experience in the Financial Services...
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Meredith Pickett

Administrative Assistant

(860) 693-9916

(860) 693-9918

meredith@planningpartner.com

After years as a financial advisor on Long Island, New York and pension consultant in Glastonbury, Connecticut, Meredith returns to the financial planning industry after taking time to raise her children. Meredith holds a Bachelor of...

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