Claire Gallant, Cpa, Cfp®

Claire Gallant, Cpa, Cfp® Email and Phone Number

Vivify Co-Founder | Tax Solutions for the Everyday Taxpayer @ Vivify
Claire Gallant, Cpa, Cfp®'s Location
Cincinnati, Ohio, United States, United States
Claire Gallant, Cpa, Cfp®'s Contact Details

Claire Gallant, Cpa, Cfp® work email

Claire Gallant, Cpa, Cfp® personal email

n/a
About Claire Gallant, Cpa, Cfp®

> I believe in making financial services (financial planning, tax preparation, tax planning) more accessible to the everyday person.> I love designing automations using no-code tools like #Zapier and #Airtable to enhance both the client experience and the quality of financial advice.> I support moms founding businesses that enable them to better manage the complex life of primary caregiving + work fulfillment.

Claire Gallant, Cpa, Cfp®'s Current Company Details
Vivify

Vivify

View
Vivify Co-Founder | Tax Solutions for the Everyday Taxpayer
Claire Gallant, Cpa, Cfp® Work Experience Details
  • Vivify
    Co-Founder
    Vivify Jun 2023 - Present
    Cincinnati, Ohio, United States
    View
  • Commas
    Managing Advisor
    Commas Aug 2020 - Mar 2023
    Cincinnati, Ohio, United States
    View
  • Rhinevest
    Financial Advisor
    Rhinevest Nov 2018 - Aug 2020
    Cincinnati, Ohio, United States
    View
  • Fort Washington Investment Advisors, Inc.
    Senior Financial Analyst
    Fort Washington Investment Advisors, Inc. Aug 2016 - Oct 2018
    Cincinnati, Ohio
    View
  • Deloitte
    Audit Senior Assistant
    Deloitte Sep 2014 - Aug 2016
    Cincinnati Area, Ky
    View
  • Indiana University Bloomington
    Graduate Teaching Assistant
    Indiana University Bloomington May 2013 - May 2014
    Bloomington, Indiana Area
    View

Claire Gallant, Cpa, Cfp® Education Details

Frequently Asked Questions about Claire Gallant, Cpa, Cfp®

What company does Claire Gallant, Cpa, Cfp® work for?

Claire Gallant, Cpa, Cfp® works for Vivify

What is Claire Gallant, Cpa, Cfp®'s role at the current company?

Claire Gallant, Cpa, Cfp®'s current role is Vivify Co-Founder | Tax Solutions for the Everyday Taxpayer.

What is Claire Gallant, Cpa, Cfp®'s email address?

Claire Gallant, Cpa, Cfp®'s email address is cl****@****est.com

What schools did Claire Gallant, Cpa, Cfp® attend?

Claire Gallant, Cpa, Cfp® attended Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business.

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