Financially in Tune

Philip Lee is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Financially in Tune, LLC since 2016 and previously worked at Modera Wealth Management, LLC from 2011 to 2016. Financially in Tune provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $326 million in client assets, offering customized portfolios that emphasize low-cost, diversified mutual funds and ETFs, along with individual stocks, bonds, REITs, and options tailored to clients’ goals and risk tolerance.

Jeanne Sullivan is a CFP® professional with 29 years of industry experience, currently serving at Financially in Tune, LLC since 2011. She holds Series 63 and Series 65 licenses and is based in Stoneham, MA. Jeanne is part of a four-advisor team at Financially in Tune. Financially in Tune provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages over $326 million in client assets and emphasizes customized, diversified portfolios using low-cost mutual funds and ETFs, combined with individual securities when appropriate, tailored to clients’ goals and risk tolerance.

Jennifer Kundrot is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Financially in Tune, where she has worked since 2022, following prior roles at Salem Five Investment Services and Stumm Financial Services. Outside of her advisory work, she is a co-owner of a real estate rental business in Belmont, MA. Financially in Tune serves individuals, trusts, estates, and businesses, managing over $326 million in client assets. The firm offers customized portfolios emphasizing low-cost, diversified mutual funds and ETFs, along with other securities, and generally employs a fixed-fee billing model tailored to client needs.

Amanda Magee is a financial advisor at Financially in Tune with 9 years of industry experience. She holds a Series 65 designation and has worked at Financially in Tune since 2012, including a period overlapping with Resolute Financial from 2012 to 2016. Financially in Tune provides investment advisory and financial planning services to individuals, trusts, estates, and businesses. The firm manages approximately $326 million in client assets and emphasizes customized portfolios with low-cost, diversified mutual funds and ETFs, using a fixed-fee billing approach rather than percentage-of-assets fees.