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David Kelly CPA, CFP

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3 reviews
+1 (650) 739-6475
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San Jose, CA 95138
+1 (650) 739-6475
http://www.dakadvisor.com

David Kelly CPA, CFP® is a professional financial services firm based in San Jose, CA, specializing in tax preparation and financial planning for individuals and businesses.

With a focus on providing personalized and comprehensive financial solutions, the firm helps clients navigate the complexities of tax laws and optimize their financial strategies for long-term success.

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Reviews

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5.03 reviews
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Kelly C.
5/5/2023

I am 61 and about to retire, and didn't know if I had the finances to do so. David Kelly has been amazingly helpful in providing sound fiduciary advice about my retirement planning. I could not...

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TK N.
3/17/2023

I'm really surprise that I am the first review. Mr David Kelly has been so helpful, responsive, and knowledgeable. He is currently assisting us with my husbands non profit corporation. He's...

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Maggie H.
5/3/2023

David Kelly is a good CPA with integrity and honesty.

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United States›California›San Jose›David Kelly CPA, CFP

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