Claire Gallant Cpa Cfp Email & Phone Number | > I believe in making financial services (financial planning, tax preparation, tax planning) more accessible to the everyday person. > I love designing automations using no-code tools like #Zapier and #Airtable to enhance both the client experience and the quality of financial advice. > I support moms founding businesses that enable them to better manage the complex life of primary caregiving + work fulfillment.

Claire Gallant Cpa Cfp

> I believe in making financial services (financial planning, tax preparation, tax planning) more ac...
United States

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Claire Gallant Cpa Cfp’s Email claire.gallant@rhinevest.com

Claire Gallant Cpa Cfp’s Phone Numbers

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Claire Gallant Cpa Cfp’s Location United States

Claire Gallant Cpa Cfp’s Current Industry Vivify

Claire Gallant Cpa Cfp’s Prior Industry Commas | Rhinevest | Fort Washington Investment Advisors | Deloitte | Indiana University Bloomington

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Co-Founder

2023-06-01 00:00:00 - Present

Managing Advisor

2020-08-01 00:00:00 - 2023-03-01 00:00:00

Financial Advisor

2018-11-01 00:00:00 - 2020-08-01 00:00:00

Senior Financial Analyst

2016-08-01 00:00:00 - 2018-10-01 00:00:00

Audit Senior Assistant

2014-09-01 00:00:00 - 2016-08-01 00:00:00

Graduate Teaching Assistant

2013-05-01 00:00:00 - 2014-05-01 00:00:00

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Claire Gallant Cpa Cfp is a > I believe in making financial services (financial planning, tax preparation, tax planning) more accessible to the everyday person. > I love designing automations using no-code tools like #Zapier and #Airtable to enhance both the client experience and the quality of financial advice. > I support moms founding businesses that enable them to better manage the complex life of primary caregiving + work fulfillment.

Claire Gallant Cpa Cfp has prior
experience in the following industries:
Commas | Rhinevest | Fort Washington Investment Advisors | Deloitte | Indiana University Bloomington

Claire Gallant Cpa Cfp has the following professional experience:
Vivify | Commas | Rhinevest | Fort Washington Investment Advisors | Deloitte | Indiana University Bloomington