Tricia Kollath, CFP®, CPA, CSLP® - Partner at Inspired Financial Planners, LLC

Talk to sales Try for Free

Tricia kollath, cfp®, cpa, cslp®

Greater Biloxi Area

+91 xxxx xxxxx

[email protected]

249 followers

Timeline
Jun 2003 - Jan 2008
Department Manager
Barnes & Noble
Nov 2007 - Jan 2012
Server
Olive Garden
Mar 2008 - Aug 2012
Intern
Scottrade
Aug 2012 - Apr 2014
Funds Specialist
DailyAccess Corporation
Apr 2014 - Feb 2018
Portfolio Manager
AVL WealthCare, LLC
Mar 2018 - Apr 2019
Paraplanner
The Cornerstone Group, LLC
Apr 2019 - Jan 2020
Trading & Portfolio Management
Clark Asset Management, LLC
Current Company
Jun 2019 - now
Partner
Inspired Financial Planners
About me
Partner at Inspired Financial Planners, LLC
Education
- University of south alabama
  2010 - 2012
  Bachelor of science (b.s.) accounting
- University of south alabama
  2006 - 2009
  Bachelor of science (b.s.) finance
- Harrison central high school
  -
Experience
- Barnes & noble
  Jun 2003 - Jan 2008
  Department manager
- Olive garden
  Nov 2007 - Jan 2012
  Server
- Scottrade
  Mar 2008 - Aug 2012
  Intern
- Dailyaccess corporation
  Aug 2012 - Apr 2014
  Funds specialist
- Avl wealthcare, llc
  Apr 2014 - Feb 2018
  Portfolio manager
- The cornerstone group, llc
  Mar 2018 - Apr 2019
  Paraplanner
- Clark asset management, llc
  Apr 2019 - Jan 2020
  Trading & portfolio management
- Inspired financial planners
  Jun 2019 - now
  Partner
Licenses & Certifications
- Certified public accountant (cpa)
  Ms state board of public accountancy
  Jan 2023
- Certified student loan professional
  Cslp board of standards
  May 2020
- Certified financial planner (cfp)
  Cfp board
  Apr 2019

Recommendations
...