Savvy Ladies Volunteers
Volunteer’s Bio
Hello! My name is Kendall Maccagnan, CPA, CFP®. I have 10 years of experience in the financial services industry. My background is in corporate accounting, and I have experience working as an auditor in public accounting and in leadership roles at both a Fortune 100 company and a smaller, privately held company. I left the corporate space behind to pursue work that feels more impactful to me which is working closley with people to help them navigate financial questions, challenges, and important decisions. I am extremely passionate about personal finance. As a first generation college graduate, I often wish I had access earlier in life to some of the financial knowledge I have now. I am dedicated to giving back and passing that knowledge along in any way I can, which is why I chose to volunteer with Savvy Ladies. The more you know, the more informed and empowered you can feel when making decisions for yourself and your future. My areas of expertise include cash flow management and budgeting, retirement planning, tax planning and decision making, and financial planning, reporting, and accounting for business owners.
Areas of Expertise (as specified by volunteer)
Budgeting;Small Business;Wealth Management
