Financial Advisor Kelvin Bishop

Kelvin Bishop - CPA

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Independent Financial Advisor

About Kelvin



INTRODUCTION

Kelvin Bishop is a CPA and financial advisor in Cleveland, Tennessee with nearly 30 years of experience in the financial industry. Kelvin is a partner at Harting, Bishop and Arrendale, PLLC accounting firm in Cleveland, and he also provides his clients with a wide array of financial planning services including tax advisory services, retirement planning, insurance consulting, investment management, estate planning and cash flow management. When assessing a client’s assets and goals, Kelvin factors in tax consequences to understand each client’s entire financial profile and help them to make the most informed decisions specific to their particular situation.

HISTORY

Kelvin was born and raised in Cleveland, and he has dedicated his life to serving his community by striving to offer the finest accounting and investment consulting services available. He graduated from the University of Tennessee at Chattanooga magna cum laude in accounting in 1987 and became a financial advisor in 2006 at the request of his tax clients. Kelvin’s commitment to the proficiency with which he handles his clients' tax affairs is carried into their investment portfolios.

Kelvin believes trust is a vital component of each relationship he develops with a client, and his goal is always to ask his clients the right questions to understand their entire financial picture, thus enabling him and the client to make the best decisions together. Kelvin doesn’t work with the motivation of a salesperson; he serves as an educator, walking through the entire process with the client one step at a time. Kelvin’s goal is to help each client understand the different options of what they can do to meet each of their investment objectives. Because he is a CPA as well as an advisor, Kelvin understands a client’s entire financial profile, including their tax situation and tax consequences of each financial decision.

LICENSES HELD

ACTIVITIES AND INTERESTS

Kelvin enjoys spending time with his wife Angela and their two children Josh and Katie. Kelvin also enjoys spending free time fishing on his boat. He is a member and past president of the Kiwanis Club of Cleveland, and he is the treasurer and a board member of the Cleveland 100, an organization that aids the families of first responders who have died in the line of duty. He is also a charter member of the Tri-State Exhibition Center. Kelvin and his family attend First Baptist Church of Cleveland.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Kelvin Bishop is an independent contractor of Money Concepts

note: Harting, Bishop, & Arrendale, PLLC is an independent firm and not affiliated with Money Concepts

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