Broker Check
Allison Kapadia

Allison Kapadia

CTEC Registered Tax Preparer & Financial Advisor

PROFESSIONAL EXPERIENCE: I have always been passionate about teaching; I was a math teacher for ten years working with high school dropouts in the inner-city schools. I loved teaching and helping the students reach their goal of graduating high school, it was challenging but rewarding. I have always been interested in finance and was looking to make a career change. When I discovered the opportunity to help teachers and other people plan for their retirement and reach their financial goals I knew that it fit so many of my passions and strengths and I wanted to explore this new profession as a career.

I started working at K2 three and a half years ago and knew from the beginning that it was the perfect fit for me because it aligns with my core values. Like myself, the advisors at K2 are passionate about building relationships and committed to partnering with people to help them obtain their goals. I am a CTEC Registered Tax Preparer and a Financial Advisor.

Professional Qualifications:

  • Certified Tax Preparer (CTEC)
  • Financial Advisor

 

 ABOUT ME: I am married with three beautiful young girls, Avery, Emeline and Norah. We love to take family trips whenever we can. When I’m not at the office, I love to cook, spend time with my family, and watch bad reality TV.

 

Tax services are not offered through, or supervised by, The Lincoln Investment Companies.