Frawley Financial Services, CFP®, CPA, MBA, PLLC located in Naples, FL, offers the best, professional individual and business tax services, Certified Financial Planner™ (CFP®) Financial Planning services in Naples and South West (SW) Florida, and nationwide remotely.
I passed all 4 parts of the CPA exam with just under a 90 average on my first attempt, and passed the CFP® exam on my first attempt as well. In addition to being a licensed Certified Public Accountant, I also hold dual Master's Degrees- My MSA (Accounting), and MBA. I have a diverse work background with experience in various industries, from high-end hospitality services to working in a research lab at Harvard University.
Credentials and expertise aside, my ability to connect with people, and put them at ease is what sets me apart from other CPAs and Certified Financial Planners™. I am very easy going, have a great sense of humor, and I am very easy to talk to. I also enjoy fishing, snorkeling, scuba-diving, movies, writing, and am learning to play the acoustic and electric guitar.
I grew up with a large family retail business, where my first job was sweeping the floors at minimum wage when I was 13. From a young age I learned the value of working hard, and making customers happy. For over 10 years, I have been helping clients meet their various tax, accounting and advisory needs.
In addition to advisory work, I have several years of audit experience, however, I changed my focus to tax preparation, advisory, and financial advising to establish my own practice. I love working closely with my clients, helping them set and achieve both their financial and life goals. I am passionate about fostering long-term relationships with my clients, and leveraging my unique skill set to deliver the best client service possible, while saving my clients time and money by combining services. Feel free to email me directly at firstname.lastname@example.org below, and connect with me on social media. The fastest way to reach me is by email, or calling me at: 561-571-1272.
In order to offer a full-range of business advisory and financial planning services, I have forged relationships with key strategic business partners, including other financial services professionals, as well as attorneys, to fit your needs. I never take referral commissions when referring or helping you find other professionals. Whether you are located in Naples, Fort Lauderdale, Boston, New York or elsewhere Nationwide, I will help put you in touch with highly qualified professionals as needed during financial planning services, and arrange regular meetings either in person, or via web-based video conference, phone, and email.