Who We Are

Mosaic Financial Advisors, LLC provides Fee-Only, comprehensive financial planning and investment advisory services to families and individuals.

About Kathy

Kathy Lund, CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant (CPA), MSFP, MST, MBA, is founder and president of Mosaic Financial Advisors, LLC. She started her career with Price Waterhouse, later taking the position of Vice President of Finance at Optrotech, Inc., before founding her own CPA practice and Registered Investment Advisory firm.

Kathy is a member of National Association of Personal Financial Advisors (NAPFA), the leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. She is dedicated to financial literacy and thoroughly enjoys the challenges of helping individuals and families meet their financial goals.

Accreditations:

CERTIFIED FINANCIAL PLANNER™ practitioner
Certified Public Accountant
Masters of Science in Financial Planning, Bentley College, High Distinction
Masters of Science in Taxation, Bentley College, High Distinction
Masters of Science in Business Administration, Michigan State University, High Honors
Bachelor of Arts, German, Michigan State University, Phi Beta Kappa

Memberships and Affiliations:

National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
Massachusetts Society of Certified Public Accountants (MSCPA)
Board of Directors for the Bentley College Low-Income Taxpayer Clinic, a volunteer organization.

Kathy lives and works in Westford, Massachusetts. She and her husband have two children.