Kelly R. Dee
Kelly graduated with honors from the University of Florida with dual degrees: a Masters Degree in Accounting (Tax Specialty) and a Bachelor’s Degree in Accounting. He worked in the Auditing Department of an international accounting firm before finding his way back to his hometown of Naples, Florida. He became a licensed CPA immediately after graduation. Kelly obtained his Certified Financial Planner Certification in 2000.
Kelly’s primary focus is designing sophisticated tax strategies and solutions for individual and business clients. Kelly also is fully engaged in establishing efficient processes within the firm to effectively manage client engagements.
CERTIFIED FINANCIAL PLANNER™,
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.