Kristin Castello, CPA, CFP®

Kristin Kalley-Castello, a Certified Financial Planner in Orlando, FL

Kristin Castello, CPA, CFP® is a Certified Financial Planner® professional, a Certified Public Accountant, and a Certified Financial Fiduciary® with Nelson Financial Planning, Inc. (NFP). Kristin is a FINRA Registered Representative with Nelson Ivest Brokerage Services, Inc. (NIBS). She also holds a Series 7 Securities License and a Life, Health, and Variable Annuities License. Kristin’s primary responsibilities include creating personalized financial plans and providing tax advice. She specializes in tax planning, investment planning, and small business planning.

Kristin graduated Magna Cum Laude from the University of Central Florida in 2015 earning a Bachelor of Science in Accounting and Finance. She continued her education at the University of Florida where she graduated in 2016 with a Master of Accounting, concentration in Taxation.

While attending the University of Central Florida, Kristin was an intern with NFP where she assisted with tax preparation and client investment reports.

After graduation, Kristin worked as a public accountant at RSM US LLP where she prepared tax returns for corporations, pass-through entities, and high-net-worth individuals. In February 2019, Kristin was very happy to rejoin the NFP team as a Financial Planner.

Kristin is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of CPAs (FICPA), and Financial Planning Association® (FPA®). Kristin was chosen for the FICPA’s 2021-2022 Leadership Academy, which is a selective, high-impact leadership development program for CPAs under age 35. She actively participates in the FICPA’s Women in Leadership Committee, UCF’s Young Alumni Committee, and the Junior League of Greater Orlando.

Kristin was born and raised in Winter Park, Florida where she remains very close with her parents and three siblings. In her free time, Kristin and her husband, Michael, like to go to the beach, theme parks, and on walks with their rescue pup, Walter. Kristin enjoys giving back to her community and has volunteered for several Central Florida organizations including Give Kids the World, Kids Beating Cancer, Boys & Girls Club, and the American Cancer Society.

Testimonials

Everyone in the office is dedicated to top-notch service of the client. They treat you like family. In fact, Joel Garris provides highly reliable investment advice and basically uses the same investment choices for his family. Our holdings have done incredibly well over the years to where we are in a very good position at retirement.
Jane Muszynski

I have been with Nelson Financial Planning since 1986. Joel and Jack have always had my best investing strategies as their number one priority. Investing in the right mutual funds to reduce fees and sustain growth is what they always have in mind. I owe NFP a lot for the portfolio growth I have had these last 32 years!
Clyde Burgess

We first started going to Nelson Financial Planning in the early 1990s when it was called NIPS. We had a meager IRA that needed to be rolled over. We were in our mid-40s and began with monthly investments. I would recommend Joel Garris and his team to anyone. We have listened to Joel's wise words... Read More
Gammie Sheilab

One of Orlando's hidden gems. Working with Joel Garris and his staff has been a pleasure. I like the personal service I get from this local operation. The weekly radio show is very informative and has helped me to understand more of how the markets work, especially in this time of turbulent economics and political uncertainty.
Harrison Walker

Joel and his team have been a tremendous help to me, and honestly, I don't know what I would have done without them!

This team has been helping me for 30 years and has definitely gone above and beyond!
Tara Stewart

We have been using Nelson services since early 1988. They are honest and keep their clients' best interest in every decision/suggestion they make. They also provide sound tax advice when making investment decisions which is not always the case with other advisors. They treat you better... Read More
Frank Belaska

This experience may not be representative of other clients' experiences and is not a guarantee of future success or performance.

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