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Kelly Kipnis, CFP®, CDFA®

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  • Kelly Kipnis, CFP®
    2536 Countryside Blvd Ste 601 Clearwater, FL 33763-1633 O: 727.796.5555 D: 727.712.4620 C: 727.215.4767 F: 727.791.3944
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
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Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving
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Kelly Kipnis, CFP®, CDFA®

Raymond JamesRaymond James
  • 2536 Countryside Blvd Ste 601 Clearwater, FL 33763-1633
  • O: 727.796.5555
  • D: 727.712.4620
  • C: 727.215.4767
  • F: 727.791.3944
  • Map & Directions
  • Map & Directions

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