About Kathleen Finn
Kathleen Finn is an Enrolled Agent, a Certified Financial Planner, and the Principal of Finn Financial Advisory Group, Inc. She has been working in the financial services industry since 2004. Kathleen provides comprehensive financial planning advice and has expertise across key financial aspects including Financial Planning, Investment Advice, Insurance Planning, Tax Preparation, and Tax Planning.
As an Enrolled Agent, she is federally licensed to represent taxpayers before the IRS when it comes to collections, audits, and appeals. As authorized by the Department of Treasury's Circular 230 regulations, EAs are granted unlimited practice rights to represent taxpayers before the IRS and are authorized to advise, represent, and prepare tax returns. She earned the CFP® designation in 2008. A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. She has also held her Life and Health Insurance license since 2005 and is currently licensed in DC, VA, MD, CA, CO, and FL.
If you need the best advise when it comes to tax and financial planning, don’t hesitate to call Kathleen!