Purse Strings Approved Professionals

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What makes a Pro certified? Find out.

Purse Strings engages top-tier financial professionals who are willing, ready and able to serve a female market. Our Purse Strings Approved Professionals (PSAPs for short!) are financial professionals who have:

  • Clearly articulated their desire to serve a female market
  • Earned designations that set them apart to help women (such as CDFAs or CDS)
  • Created careers that uniquely serve women in situations where help wasn’t easily found - like Widowhood, Financial Abuse, Post-divorce financials to name a few.

Many of our professionals come with their own stories and experiences which led them to help women and make an impact in the financial industry. Our professionals are handpicked or referred to us by current PSAPs. All Professionals go through an interview process and all licenses and designations are validated. Purse Strings Approved Professionals are provided ongoing training, education and expert resources that continually help them sharpen their skills to serve a female market.

Help me with...

LIFE CHANGES

Getting a Divorce

Home Ownership

Having Kids

Getting Married

BETTER HABITS

Financial Planning

Planning a Budget

Managing Debt

Beginning Investing

BOSS LADY

Starting a Business

Business Financials

Business Taxes

Selling a Business

PLATINUM YEARS

Estate Planning

Planning Retirement

Social Security

Medicare

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SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available

Showing experts to help you with…

SPECIALTIES
CLIENT FOCUS
LIFE STAGE
INVESTMENT RANGE
Virtual appointments available
Virtual appointments available
Headshot
  • Accountant
LOCATION
73733 Fred Waring Dr Ste 105
Palm Desert, California 92260
United States
PHONE
EMAIL
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VISIT WEBSITE
Kelli Cox
CEO, CGC Accountants & Advisors
  • Tax Specialist

Kelli has an indelible commitment to her community and especially to women’s empowerment, and she channels this passion into providing other women with the tools they need to succeed in business. She facilitates workshops for business training programs offered by the Coachella Valley Women’s Business Center and is co-chair of the California Society of CPA’s Coachella Valley Discussion Group. She is a Board Member of the Palm Desert Chamber of Commerce and Treasurer of Socal Adapted Sports.

A Certified Public Accountant, Kelli earned her accounting degree from Cal Poly San Luis Obispo and grew and managed a very successful small business in the Napa Valley, until she transitioned into public accounting. She has extensive experience working for CPA firms in Orange County and in the Coachella Valley. She has focused her continuing education on business tax and succession planning issues, obtaining her CEPA (Certified Exit Planning Advisor) certificate in 2018, as well as the designation of Certified Tax Coach. As CEO of CGC Accountants & Advisors, she manages a staff of more than 15, including 4 other experienced CPAs.

  • I love horseback riding!
  • My dogs go to work and make everyone happy there.
  • . love helping people be successful.
  • Certified Public Accountant
  • California Polytechnic State University-San Luis Obispo
  • Pacific Union College
  • AK
  • AL
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  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
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  • HI
  • IA
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  • IN
  • KS
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  • MA
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  • ME
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  • WA
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  • WV
  • WY

  Virtual appointments available

  • Small Business Tax
  • Ages: Gen X, Boomers, Millennials
  • Income Range: 500K-1M, 1M+
  • English

Fees are based on the work performed and are estimated up front before work begins.

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How does your current professional add up?

We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.

There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.

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