Kathleen J. Almulla
Kathleen has more than 30 years of experience providing financial advice and wealth management services to families, business-owners and non-profits. She is a Certified Wealth Strategist ® & a Chartered Retirement Planning Counselor ® and specializes in retirement planning, portfolio management, as well as providing tactical solutions for all of your assets.
In 2013, Kathleen checked off an important item on her bucket list, which was to write a book geared towards women and their money. Self-Published by Glass Ceiling Publishing “12 Things Women Must Know about their Money” is a useful guide for women of all ages. She has always enjoyed educating women on investing and helping them achieve their financial goals. You can often find her on set at Fox News 35 on their Good Day Orlando, Money Watch segment.
She finds it extremely important to understand your unique financial situation and develop a holistic approach to help you attain your goals. Her commitment to you is to provide unbiased, prudent advice and as an independent firm, your best interests always come first. Whether you are looking for portfolio management, retirement income, opening a business or funding a child’s education, Kathleen has access to many cash management choices and investment products and will work closely with your CPA and Attorney to make sure your investments work in conjunction with your personal tax and estate planning goals that make sense for you and your family.
In addition, excellence in customer satisfaction is paramount to her service model. If you need to reach her for anything relating to your accounts or just need to discuss other major financial decisions, Kathleen is available to assist.
Her offices are located in the heart of Baldwin Park, Florida and you can email her for a confidential consultation at: email@example.com or call 407-250-6777.
Hello! My name is Emily Barrios. I am currently a student at the University of Central Florida and will be graduating in December 2016 with a Bachelor of Science in Health Administration. For my future plans I hope to get a MBA at Rollins College in the Crummer School of Business. In addition, I will be getting my Life Insurance, Variable Annuity and Series 7 licenses. I look forward to meeting everyone and I am beyond excited to be working at the Financial Advisory Institute.
Her email is firstname.lastname@example.org.
Kristen M. Jackson is from Detroit, Michigan, moved to Florida as a child and considers herself a Central Floridian. She was admitted to Florida Bar in 1984 after graduating from The University of Stetson College of Law located in St. Petersburg, Florida and has been practicing in Orlando, Florida for over 27 years. Kristen practices estate planning, elder law, Special Needs and Medicaid planning, probate, real estate, business, bankruptcy and immigration law while her firm, with a team of attorneys, offers a full line of legal services. She provides full line of estate planning services that include wills, living trusts, irrevocable life insurance trusts, charitable trusts, durable powers of attorney, living wills, health care surrogates, probate, trust administration, and more. She is computer literate and, with the state-of-the-art computerized technology in place at her firm, she can quickly and efficiently draft documents and electronically access unlimited legal resources needed to provide timely and quality service to her clients.
In addition to her practice as an attorney, Kristen also holds a Series 7 Securities license, a Florida Life, Health and Variable Annuity insurance license and is a Florida Certified Public Accountant. Although she does not actively practice accounting, her knowledge in matters of accounting benefits her in estate planning because it often involves implications of estate taxes which, with careful planning, can be minimized or eliminated. She assists clients in establishing, acquiring and selling businesses as well as preparing business agreements.
In the area of real estate, Kristen’s practice focuses on real estate transactions including preparation, review and negotiating contracts, closings, title searches, and issuing title insurance policies for residential and commercial real estate clients. Her interest in this area developed out of a background in construction, interior design and construction litigation. In addition to her many impressive credentials, Kristen has a degree in Interior Design from the Art Institute of Ft. Lauderdale and she is also a Florida State Certified General Contractor. Her construction and design talents were put to the test when she successfully pulled together a 200 man team to assist in the opening of Universal Studio’s Islands of Adventure theme park and Citywalk complex in Orlando.
Kristen is a member of the Florida Bar Real Estate, Probate and Trust Law Section, Elder Law Section, Business Law Section; the Central Florida Estate Planning Council; the National and Florida Academies of Elder Law Attorneys; the Orange County Bar Association, Estates Guardianship and Trust Law, Elder Law, and Business Law Committees; American Immigration Lawyers Association, Central Florida Association for Women Lawyers (Past President), Attorneys Title Insurance Fund.
ADMITTED: The Florida Bar, 1984; U.S. District Court, Middle District of Florida, 1991. State Bar of Texas, 2010
COLLEGE: Stetson University, J.D., 1983; Washington School of Law, LL.M. in Taxation, 1994. University of South Florida, B.A., cum laude, 1981.
from the desk of:
KRISTEN M. JACKSON
ATTORNEY AT LAW
JACKSON LAW, PA
5401 S. Kirkman Rd., Suite 310
Orlando, Florida 32819