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Kossandra McDuffie, CPA, CFP®

Wealth Advisor

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Education

BS, North Carolina State University
Masters of Accounting, North Carolina State University

Certification(s)

CFP®, CPA, Master of Accounting

Specializations

Office Location

Atlanta (HQ)

Kossandra joined HB Wealth in 2017. She and her team work with a diverse client base, including working professionals, retirees, doctors, professional athletes, and more. She provides comprehensive wealth management and investment planning to help clients achieve their financial goals. In addition to her role serving clients, Kossandra is the current Chair of HB Wealth’s DEI Committee and enjoys fostering the inclusive environment at HB Wealth.

Before HB Wealth, Kossandra spent three years as a Controller working with payroll, benefits, and general accounting. Prior to that, she spent four years with EY in Atlanta in the Assurance service line.  Kossandra received her Bachelor’s degree and Master’s in Accounting from North Carolina State University and is a Certified Public Accountant (CPA). She completed the University of Georgia’s Executive Program for Financial Planning Certification in 2016.

In her spare time, Kossandra enjoys playing with her dogs, traveling, and spending time with her family.

Verified Client Reviews

The following reviews are from HB current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our Verified Ratings and Reviews Publishing Program page.

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