Please complete the CAPTCHA to continue
@roberts-cpa.com
✓
2 phones found area 502
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Kevin Roberts is listed as CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER(R) and Advisor that works with select businesses to create amazing outcomes. at Lifetime Wealth Design, based in Louisville, Kentucky, United States. AeroLeads shows a work email signal at roberts-cpa.com, phone signal with area code 502, and a matched LinkedIn profile for Kevin Roberts.
Kevin Roberts previously worked as Owner at Lifetime Wealth Design and Owner at Roberts Cpa Group. Kevin Roberts holds Mba, Entrepreneurship from University Of Louisville.
This section adds company-level context without repeating Kevin Roberts's masked contact details.
AeroLeads found 1 current-domain work email signal for Kevin Roberts. Compare company email patterns before reaching out.
I am a CPA and CFP serving individuals, families, and small businesses to lower taxes, enhance their financial life and accumulate and maintain their wealth. My small, independent firm is dedicated to providing the highest level of customer service. I seek to develop and maintain long-term relationships with clients and provide customized solutions that meet their needs.By offering comprehensive tax, accounting, and financial services, I strive to integrate clients’ many needs into a cohesive strategy, which each piece working with the others. The result is greater financial organization and less stress.Today, I serve a wide range of clients, from young families to busy professionals to small businesses. Regardless of the services for which these clients come to me, they value my tax expertise and planning perspective, and put their trust in me to serve them honestly and individually. By integrating our tax, accounting, and financial services, we strive to simplify our clients’ lives and help them create and execute a plan that can guide them toward their goals.Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see how I may be able to help you. Please click my "Contact Info" to schedule a call via my online calendar, or send me an email at kevin@roberts-cpa.com anytime.Specialties: Medical professionals, professional service providers, restaurant industries. Virtual CFO services. Mergers and acquisitions.
Listed skills include Cpa, Retirement Planning, Equity Indexed Annuities, Corporate Tax, and 9 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Louisville, Ky, Us
Lifetime Wealth Design LLC is a Registered Investment Advisor utilizing Smart Money CPA concepts to assist our clients to uniquely prepare their financial well being and position them for a more successful retirement.
Roberts CPA group is a professional services firm located in Louisville, KY serving clients in the medical, professional services and restaurant industries. Our specialty includes providing exceptional virtual CFO services to professional service firms while reducing their overall accounting department costs.
At Roberts & Co., CPAs PSC, a La Grange CPA firm, we provide a wide variety of accounting, tax, and financial management services tailored to meet the needs of our business clients. Our certified public accounting (CPA) services are designed to make your job easier and provide you with more time to focus on building your business in LaGrange. We keep abreast of tax law changes throughout the year to ensure that you are taking advantage of ALL tax incentives. To better meet the needs of our accounting and tax clients throughout the La Grange area, we also have individualized services for small businesses in industries like real estate, legal, architecture, engineering, professional services and other service businesses. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.
Responsible for company's accounting activities and supervision of accounting group personnel.
Quick answers generated from the profile data available on this page.
Kevin Roberts works for Lifetime Wealth Design.
Kevin Roberts is listed as CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER(R) and Advisor that works with select businesses to create amazing outcomes. at Lifetime Wealth Design.
AeroLeads has found 1 work email signal at @roberts-cpa.com for Kevin Roberts at Lifetime Wealth Design.
AeroLeads has found 2 phone signal(s) with area code 502 for Kevin Roberts at Lifetime Wealth Design.
Kevin Roberts is based in Louisville, Kentucky, United States while working with Lifetime Wealth Design.
Kevin Roberts has worked for Lifetime Wealth Design, Roberts Cpa Group, Roberts & Company Cpa Psc, and Hosting.Com.
You can use AeroLeads to view verified contact signals for Kevin Roberts at Lifetime Wealth Design, including work email, phone, and LinkedIn data when available.
Kevin Roberts holds Mba, Entrepreneurship from University Of Louisville.
Kevin Roberts is listed with skills including Cpa, Retirement Planning, Equity Indexed Annuities, Corporate Tax, Tax Free Income, Income Tax, Partnership Taxation, and Tax Returns.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts