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Kristin Angela Kalley, CF2

K

Kristin Angela Kalley

Certified Financial Fiduciary®

Winter Park, FL
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200235

About Kristin Angela Kalley

Kristin Kalley, CPA, CFF
Nelson Financial Planning
423 Country Club Drive,
Winter Park, FL 32789
407-629-6477
 
Kristin Kalley is a Financial Planner and a Tax Accountant with Nelson Financial Planning, Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS).
Kristin holds a Series 7 Securities License with FINRA as a General Securities Representative and a Certified Public Accountant (CPA) license with the Florida Board of Accountancy. Kristin is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of CPAs (FICPA).
Prior to joining NFP, Kristin worked as a public accountant at RSM US LLP. Kristin primarily prepared tax returns for pass-through entities and high net worth individuals, with a focus on the real estate industry.
Kristin earned her Master's in Accounting, concentration in Taxation, from the University of Florida. Kristin graduated Magna Cum Laude from the University of Central Florida earning a Bachelor of Science in Accounting and Finance with a minor in Political Science.
 

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