Financial Planner Bill Kelso, who heads Pinnacle Financial Advisors’ Sedona office, is focused on educating the local community about a variety of personal finance topics in his new blog series for Sedona Red Rock News.
In Pinnacle’s Financial View, Bill shares information about critical issues impacting residents, including maximizing charitable giving and talking with children and grandchildren about money.
An experienced CFP® and CPA, Bill is involved in all aspects of client service at Pinnacle Financial Advisors, especially developing new client relationships for the firm. He specializes in tax and retirement planning, as well as esoteric income portfolio strategies, working with the Pinnacle team to create, implement and monitor client planning strategies.
Read the blog here, and follow Pinnacle Financial Advisors on Facebook and LinkedIn to catch each article.