Katherine Petrelli of LPL Financial launched her financial planning business that focuses on small business owners after struggling to find a financial planner for her family, there were no reputable firms willing to work with middle income families or small businesses "I figured at the very least, I would be able to help myself out and at best, I could make my own business out of it," Petrelli said.
Petrelli is a full service financial planner who focuses on the self-employed small business owner. "One of my differentiators is that I work with small business owners and their tax professionals, to reduce tax exposure," she said. "Many financial planners focus on investment advice to the exclusion of tax consequences."
Not only does Petrelli enjoy helping her clients optimize their finances but she also enjoys doing the same for groups with which she feels an affinity. "I help the Disabled American Veterans Auxilary's Palm Coast Chapter because, among other things, my daughter is active duty U.S. military so I support what they're doing," she said. Petrelli is also a member of the City of Flagler Beach Investment Committee, which is the recommending body to the commission regarding how and where the city should invest funds.