Kim Ciccarelli Kantor considers herself as more than just a financial planner. Ms. Kantor, President of Ciccarelli Advisory Services, helps clients plan for their complete financial legacy. She's experienced in advanced design, implementation, and management of charitable gift techniques and strategies, as well as philanthropic tools, including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Ms. Kantor was honored as one of America¿s 100 Top Brokers in Barron¿s Business and Financial Weekly, was praised by Financial Strategies magazine for her innovative business management style and philosophy, and has been a featured contributor to numerous shows and publications around the country. Her firm has been honored with the Family Business Award for the State of Florida in the small business category. Ms. Kantor earned the Chartered Advisor in Philanthropy professional designation from the Richard D. Irwin Graduate School of The American College and is a graduate of Leadership Collier and Leadership Institute.
Kim Ciccarelli Kantor considers herself as more than just a financial planner. Ms. Kantor, President of Ciccarelli Advisory Services, helps clients plan for their complete financial legacy. She's experienced in advanced design, implementation, and management of charitable gift techniques and strategies, as well as philanthropic tools, including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. Ms. Kantor was honored as one of America¿s 100 Top Brokers in Barron¿s Business and Financial Weekly, was praised by Financial Strategies magazine for her innovative business management style and philosophy, and has been a featured contributor to numerous shows and publications around the country. Her firm has been honored with the Family Business Award for the State of Florida in the small business category. Ms. Kantor earned the Chartered Advisor in Philanthropy professional designation from the Richard D. Irwin Graduate School of The American College and is a graduate of Leadership Collier and Leadership Institute.