Kelly Lent-Paul's Location
Olean, NY, US
Kelly Lent-Paul's Work
- Financial Advisor @ Cetera Advisor Networks LLC
- Instructor @ National Association of Tax Professionals
- Senior Tax Advisor @ Fox Financial
- Financial Advisor @ Avantax Investment Services℠
Kelly Lent-Paul's Education
- Cornell University
BS (Consumer Economics)
1983 - 1987 - St. Bonaventure University
MBA (Finance and Accounting)
1996 - 1997
Kelly Lent-Paul's Skills
- Retirement Income Planning
- Public Speaking
- Teaching
- Personal Income Taxation
- Clergy Taxation
- Estate and Trust Taxation
- Net Unrealized Appreciation (NUA)
- Employer Stock Incentive Taxation
- Net Unrealized Appreciation Nua
- Net Unrealized Appreciation
Kelly Lent-Paul's Summary
Kelly Lent-Paul, based in Olean, NY, US, is currently a Financial Advisor at Cetera Advisor Networks LLC, bringing experience from previous roles at NATP, Fox Financial and Avantax Investment Services℠. Kelly Lent-Paul holds a 1983 - 1987 BS in Consumer Economics @ Cornell University. With a robust skill set that includes Retirement Income Planning, Public Speaking, Teaching, Personal Income Taxation, Clergy Taxation and more, Kelly Lent-Paul contributes valuable insights to the industry. Kelly Lent-Paul has 2 emails on RocketReach.
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