Keli Hazel, CPA, BFA
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I am a Financial Planner, CPA, and BFATM with an entrepreneurial background and a passion for helping people achieve their financial objectives. As a licensed Registered Representative and CPA, I bring a tax-efficient approach to my client's financial circumstances. And as a small business owner, I recognize the value of innovative approaches to financial freedom. My decades of accounting experience and my entrepreneurial spirit have formed my philosophy - providing planning, creating confidence.
I obtained my BS Degree in Accounting from Florida State University in 1988. I then worked for Arthur Andersen until I took a position as a financial analyst at McDonald’s Corporation’s Regional Accounting Center in Clearwater, Florida. I ultimately became Regional Accounting Supervisor and was then promoted to Assistant Controller in the Atlanta office.
When my three boys were young, I spent a few years at home to devote my time and energy to raising and enjoying them. As they got older, I was looking for a way to fulfill my passion for helping people and make a difference in their lives. In working with my own financial professional at the time, I realized financial planning would allow me to expand on my strengths and qualifications to meet the challenge of a new career.
My ultimate goal is to create a personal financial strategy specific to your unique needs. Whether you're thinking about getting divorced, in the process, or post-divorce, I'm experienced in handling finances throughout the entire divorce process.
It is my goal to assist in helping you understand your new financial picture - the one after your divorce. When taking care of yourself and your family becomes critical, I am here to support, educate, and guide you towards a secure reset of your financial future.
Check out my book, Unforeseen Exit, to learn more about my story and essential tips to protect your finances when you are suddenly single.
You can contact me via email or the contact form on my website. I look forward to working with you soon!
For Full Disclosure, please click on the website link.