Tax-Aware Planning
Noelle Arceneaux
Paraplanner. Builds the fall tax projections and Roth conversion scenarios.
Certified: Candidate
Languages: EN FR
(919) 555-0144
noelle@fennimoreplatt.com
Noelle joined in 2023 from a CPA firm, where she prepared individual returns for three seasons. She works with Ren on the yearly tax projections and Roth conversion scenarios.
She is completing the CFP® education requirement and sits the exam in 2027.
Selected client plans
No published plans for this person yet.
Education and credentials
BS Accounting, Louisiana State University, 2021
CFP® Board registered program, in progress
Memberships
Financial Planning Association of North Carolina, student member
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