Kossandra  McDuffie,  CFP<sup>&reg;</sup> - Financial Advisor

Kossandra McDuffie, CFP®

CPA,

Director

Homrich Berg

3550 Lenox Rd NE, Ste 2700
Atlanta, GA 30326
FINANCIAL ADVISOR'S WEBSITE
(404) 264-1400 CONNECT WITH Kossandra
  • linkedin link

General

Kossandra McDuffie is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Homrich Berg in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Certified Public Accountant (CPA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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