Krissy Rhoades Email & Phone Number
Who is Krissy Rhoades? Overview
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Krissy Rhoades is listed as Senior Wealth Advisor at Focus Partners Wealth, a with 1218 employees, based in Frisco, Texas, United States. AeroLeads shows a matched LinkedIn profile for Krissy Rhoades.
Krissy Rhoades previously worked as Wealth Advisor at Adero Partners, Llc and Tax Director, CPA at Burr Pilger Mayer. Krissy Rhoades holds Master'S Degree, Taxation from San Jose State University.
Email format at Focus Partners Wealth
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About Krissy Rhoades
Adero is inspired by the Latin word for “I will be there”, which acknowledges our commitment to helping clients realize their financial and life goals. Since 1999, we have provided fiduciary advice, financial planning, investment management, and tax services for families and individuals. Our purpose is to enhance lives with thoughtful partnership.Adero Partners is a Registered Investment Advisor with offices in the Bay Area, Portland, and Santa Monica.https://aderopartners.com/our-team/krissy-rhoades/
Krissy Rhoades's current company
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Krissy Rhoades work experience
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Senior Wealth Advisor
Wealth Advisor
Tax Director, Cpa
Consult with clients regarding tax planning, minimizing tax liabilities, and income tax projections. Prepare income taxes and manage compliance matters for high net worth individuals and closely held businesses. Assist clients with Federal, State, and International tax matters and filings. Conduct extensive tax research. Areas of Expertise:Individual Tax Planning ▪ Stock Option Planning ▪ Self-Employed ▪ Voluntary Disclosures BPM’s Specialties Include:High Net Worth… Show more Consult with clients regarding tax planning, minimizing tax liabilities, and income tax projections. Prepare income taxes and manage compliance matters for high net worth individuals and closely held businesses. Assist clients with Federal, State, and International tax matters and filings. Conduct extensive tax research. Areas of Expertise:Individual Tax Planning ▪ Stock Option Planning ▪ Self-Employed ▪ Voluntary Disclosures BPM’s Specialties Include:High Net Worth Individuals ▪ Closely-Held Businesses ▪ International Tax ▪ Corporate Tax Show less
Treasurer/Board Member
Stevenson House serves a critical need as a non-profit, providing an affordable home and community for a diverse group of low-income seniors.
Tax Manager
Executed and managed Corporate, Partnership, and High Net Worth Individual income tax return compliance, including Federal, state and international schedules. Prepared and audited private and public corporate income tax provisions. Expertise in SOX testing and design of tax internal controls.
Krissy Rhoades education
Master'S Degree, Taxation
Business Management Economics, Accounting And Business/Management
Frequently asked questions about Krissy Rhoades
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What company does Krissy Rhoades work for?
Krissy Rhoades works for Focus Partners Wealth.
What is Krissy Rhoades's role at Focus Partners Wealth?
Krissy Rhoades is listed as Senior Wealth Advisor at Focus Partners Wealth.
Where is Krissy Rhoades based?
Krissy Rhoades is based in Frisco, Texas, United States while working with Focus Partners Wealth.
What companies has Krissy Rhoades worked for?
Krissy Rhoades has worked for Focus Partners Wealth, Adero Partners, Llc, Burr Pilger Mayer, Stevenson House, and Deloitte Tax Llp.
How can I contact Krissy Rhoades?
You can use AeroLeads to view verified contact signals for Krissy Rhoades at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.
What schools did Krissy Rhoades attend?
Krissy Rhoades holds Master'S Degree, Taxation from San Jose State University.
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