Meghan Waclawsky CFP®, CAIA

508-647-0830, ext. 10

Meghan joined Kaizerman & Associates in 2021.  As a CERTIFIED FINANCIAL PLANNER™ professional, Meghan works closely with clients on comprehensive financial planning and the development and implementation of customized financial solutions. 

With over sixteen years of experience in the financial services industry, Meghan has worked closely with both individual and institutional clients on their investment related needs.  Prior to joining Kaizerman & Associates, she spent thirteen years at Wellington Management, a global asset manager.   Prior to Wellington Management, she spent three years at investment consulting firm, Cambridge Associates. 

Meghan received her MBA from Boston College and her BS in business administration from Babson College.  She is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Chartered Alternative Investment Analyst (CAIA) designation.  She also maintains FINRA Series 7, 63, 65 as well as the Massachusetts Life, Heath and Variable Annuity Producers licenses. 

Meghan resides in Brookline with her husband and two children.

Phone 508-647-0830