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Kelly Kipnis, CFP®, CDFA®
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Kelly Kipnis, CFP®
2536 Countryside Blvd
Ste 601
Clearwater, FL 33763-1633
O: 727.796.5555
D: 727.712.4620
C: 727.215.4767
F: 727.791.3944
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Navigating risk, wealth and public prominence
From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?
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Technology & Innovation
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
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Year-end tax tips for businesses
Help improve your bottom line with these tax mitigation strategies.
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