Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Kristin Kalley, CPA, CFF     Nelson Financial Planning     423 Country Club Drive,     Winter Park, FL 32789     407-629-6477 Kristin Kalley is a Financial Planner and a Tax Accountant with Nelson Financial Planning, Inc. (NFP) and a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS). Kristin holds a Series 7 Securities License with FINRA as a General Securities Representative and a Certified Public Accountant (CPA) license with the Florida Board of Accountancy. Kristin is a member of the American Institute of Certified Public Accountants (AICPA) and Florida Institute of CPAs (FICPA). Prior to joining NFP, Kristin worked as a public accountant at RSM US LLP. Kristin primarily prepared tax returns for pass-through entities and high net worth individuals, with a focus on the real estate industry. Kristin earned her Master's in Accounting, concentration in Taxation, from the University of Florida. Kristin graduated Magna Cum Laude from the University of Central Florida earning a Bachelor of Science in Accounting and Finance with a minor in Political Science.