Kathleen Indiano, CPA

Kathleen Indiano, CPA

Registered Representative and Investment Advisor Representative, INVEST Financial Corporation

Phone: 440 526-0126
Fax: 440 526-1070
E-mail:
 

Kathleen is a Certified Public Accountant and a Financial Advisor who has 32 years of experience in individual and small business taxation with emphasis in financial and legacy planning. She received her BBA from Cleveland State University and worked for one of the top six public accounting firms prior to spending six years as controller of Realty One Property Management.   Kathleen is dedicated to assisting individual and corporate clients in building a strong financial foundation through a well-defined strategic planning process. Extensive knowledge of the tax law, combined with her financial planning experience, allows for an additional level of service.

Kathleen works extensively with seniors and their children in the area of cash flow planning, minimalization of income and estate tax, wealth succession, gifting and estate planning.

Kathleen is a member of the American Society of Certified Public Accountants and the Ohio Society of CPAs.   She holds her Series 7 and Series 66 registrations and an insurance license with the State of Ohio.

Kathleen resides in Chagrin Falls, has three children and is involved in the community.