Kari Pel, E.A., CFP^®

Specializing in working with ministers, churches and nonprofit organizations, Kari has nearly 20 years of experience in tax preparation and financial advice.

At the end of the day, she believes she’s in the right business because of the feedback she receives from her clients. She loves to read, volunteer and spend time with her husband, Jason.

Education & Certifications:

• Enrolled Agent (EA)
• CERTIFIED FINANCIAL PLANNER^™ professional 
• Registered Representative with United Planners
• Bachelor of Arts, Management and Business Administration- Finance, Hope International University

_{United Planners' representatives do not provide tax advice.  Tax services are provided independently from United Planners.}