Bill Kelly, PFP, Tax Manager
Professional History
- Joined Lund & Guttry in September, 2007
- Manager, Lori E. Weigant, Certified Public Accountants, Palm Springs, California
- Partner, The Resource Group, Palm Desert, California
- Tax Manager, Maryanov Madsen Gordon & Campbell, Certified Public Accountants
- Trust/Tax Officer, Security Pacific National Bank, Los Angeles, California
Education
- Bachelor of Science in Business Administration/Accounting, California State University, Los Angeles
- Certificate in Personal Financial Planning, University of California, Riverside
- Certificate in Personal Financial Planning, American Institute of Certified Public Accountants
Professional Affiliations
- Past President and Member -- Desert Estate Planning Council
Civic and Community Activities
- Former Instructor for the PFP Program, University of California, Riverside
- Past Chairman, Palm Desert Golf Cart Parade
- Past Treasurer, Palm Springs Festival of Lights Parade