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Paraklete® Financial, Inc. Logo

Announcing the opening of Paraklete® Financial's Washington DC area office

Paraklete® Financial, Inc., a fee-only financial planning firm headquartered in Kennesaw, Georgia, has opened another location in the metro DC area.

 
 
Robin Gordon
Robin Gordon
PRLog - Jun. 11, 2014 - ATLANTA -- Susan Tillery, President of Paraklete® is pleased to announce the opening of their Washington, DC office.  The DC office is being led by Robin Gordon, CPA/PFSof Gordon & Co.  In addition to providing “true fee-only” financial planning services through her affiliation with Paraklete, she will continue in her existing role with Gordon & Co.

Robin Gordon has more than 30 years of experience providing financial services to business owners and individuals.

Robin has earned the prestigious Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA) and has held the Certified Public Accountant (CPA) designation for over 20 years.

Robin is a graduate of Haas School of Business at the University of California at Berkeley with a degree in Accounting.  In addition to being a member of the American Institute of Certified Public Accountants (AICPA) and Virginia Society of CPAs, she is a published author in various national magazines.

“We are delighted Robin has joined our firm and for the opportunity to open another ‘true fee-only’ financial planning office in such a strategic area of the country,” said Susan Tillery.

Paraklete® Financial, Inc. (PFI) is a "true fee-only" financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs throughout the country with the integration of holistic financial planning into their practices.


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Contact Email:
***@parakletefinancial.com Email Verified
Source:Paraklete® Financial, Inc.
City/Town:Atlanta - Georgia - United States
Industry:Accounting, Finance
Tags:fee only financial planning, pfs, cpa, financial planning firm, aicpa
Shortcut:prlog.org/12335559
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