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Allison Kapadia

Allison Kapadia

CTEC Registered Tax Preparer & Financial Advisor

My Story 

Ever since I was young, finances have always interested me. I enjoyed collecting my own savings, counting money, and creating budgets by separating my money into envelopes. What intrigued me the most was watching it all grow. 

My interest in finances and numbers led me to eventually become a math teacher for at-risk students.

After 10 years as a math educator and completing many hours of studying, all while working, being a wife and a mother of three, I switched careers back to my first interest, finance, and started at K2 Financial Partners in 2016.

My current role as Director of Operations enables me to work with administration, leading our staff, and work with clients as an advisor and tax preparer. My specialty as an advisor consists of group plans and retirement plans for schools.

What I enjoy the most is assisting others by organizing their finances, bringing clarity and education, while being a resource to them. I have recognized that financial knowledge does not come natural to some, which is where my expertise and knowledge can guide others to achieve their financial goals.

My mission is to continue to evolve and grow to be the best advisor for our clients and employees for K2 Financial.

Qualifications

  • Certified Tax Preparer (CTEC)
  • Financial Advisor- Series 7 and 66

About Me

As a family, we love to take our tent trailer and head out to go exploring as much as possible. Our favorite spots to visit are state beaches and the mountains. My other hobbies include cooking, and relaxing while watching crime dramas, or reality TV shows.