Our goal is to educate individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.
We can help you address:
- Tax preparation and tax planning
- Investing principles and strategies
- Retirement investing and distribution strategies
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
Michelle Kuhtenia, CPA
Financial Advisor
michellek@clearguidefinancial.com
Michelle Kuhtenia is an experienced CPA with a passion and commitment to help clients on a personal and practical level with their tax and personal finances. Michelle provides a variety of financial services to help families, individuals and small businesses plan for retirement and pursue their financial priorities with a tax intelligent edge.
In her community, Michelle currently serves as board member and Treasurer on the Destination Delaware County Convention & Visitor’s Bureau Board of Trustees. Michelle is a member of the Sunbury Big Walnut Area Chamber of Commerce and previously served for five years on the Sunbury Big Walnut Area Chamber of Commerce Board of Directors. Michelle is a member of the Ohio Society of CPA’s (OSCPA) and the American Institute of CPA’s (AICPA). Additionally, Michelle serves as chairperson and board member of the United Pentecostal Foundation.
Michelle and her husband, David, reside in Galena, OH. They have three children in various phases of work and college and are also parents to the very lively, Bexley, an adopted rescue dog. Michelle and David continue to stay active in their local community, including volunteering as team leaders for a new startup extension campus of their home church.
Michelle is a former hockey mom and fan of the Columbus Blue Jackets - Go Jackets! She enjoys staying fit, spending time with family and friends, trying new restaurants, traveling (especially to the beach), reading and, when time permits, doing a little hiking with her husband, David. One of her favorite places to visit is the Great Sand Dunes National Park & Preserve in southern Colorado, home to the largest sand dunes in North America!
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.