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Kirsten Ocwieja, CPA

Tax Specialist

With over 3 years of experience in wealth management, Kirsten excels in offering customized financial solutions that align with the unique goals and aspirations of ultra-high net worth individuals and families. Passionate about building lasting relationships, Kirsten believes in a holistic approach to wealth management. With her expertise, she addresses not just financial growth but also family dynamics. She stays ahead of industry trends to ensure her clients receive the best possible guidance.

 

Prior to joining LTax, Kirsten worked at RSM US LLP, the fifth largest accounting tax firm. During her time there she worked on the Ultra-High Net Worth team specializing in individuals, trusts, and gift tax.

EDUCATION

  • Fairfield University – Bachelor of Science, Accounting and Accounting Information Systems

  • Fairfield University – Master’s in Accounting

CERTIFICATIONS

  • Certified Public Accountant 

ASK ME ABOUT

  • All things running

Our Blog

Thought leadership from the consultants at LTax. 

News and insights on tax planning, preparation and strategy for entrepreneurs and high-net-worth individuals. 

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