Walnut Creek - N California Blvd

Krissy Rhoades

CPA, CFP®, MST

Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Krissy Rhoades
Krissy Rhoades

Professional Certifications

  • CPA – Certified Public Accountant
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • MST – Master of Science in Taxation

About Krissy

Krissy has more than 20 years of experience working in the tax and financial industries. Her prior work at Deloitte Tax LLP and Burr Pilger Mayer, Inc. focused on providing tax and financial planning to individuals, families, and businesses. Krissy has developed and presented programs on tax strategies relating to stock options and self-employed individuals.

Krissy loves playing soccer and can usually be found out on the pitch at least a couple of times a week. She also loves the adventure of traveling to other countries, learning about different cultures, and trying new things.

Education and Professional Milestones

  • San Jose State University – master’s degree in taxation
  • University of California, Santa Cruz – bachelor's degree in business management economics