Genevia Gee Fulbright, CPA
President & Chief Operating Officer
Professional Certifications
Genevia, a licensed Certified Public Accountant (CPA) has also received additional training as a bank director and corporate board director.
Client Focus
Genevia is responsible for client development, daily firm operations in addition to business advisory/coaching, tax planning and preparation for educators, entrepreneurs, executives and retirees predominantly in technical and regulated industries.
As fee-only financial advisors a customized approach is utilized to help clients achieve their financial goals. Although technology plays an important role in delivering services to clients, we maintain a personal approach to serving clients by conducting meetings and providing checklists and resources to help clients gather critical data, focus and plan.
Professional Career Experiences
While in college Genevia served as a Revenue Agent Intern, Sales Auditor at a national department store and Tax Intern at a local CPA firm.
After graduating with a degree in Accounting, she served as a Senior Auditor at the same local CPA firm where she was the first entry-level staff member to recruit a new audit client as well as write the audit program. Before venturing to manage the Fulbright companies, Genevia also successfully conducted joint audits on behalf of the local CPA firm to maintain the firm’s joint-venture positions with two separate "Big Four" CPA firms.
Current roles and volunteer contributions
Genevia is the current President & Chief Operating Officer of Fulbright & Fulbright, CPA, PA (Est. 1986) and President & Chief Marketing Officer of Fulbright Knowledge Alliances, Inc. (Est. 2003).
In addition to being actively engaged in her firms she is the author and contributor to over 100 articles and books and conducts book tours/lectures/seminars and has served on numerous boards, including a publicly traded bank, early-stage mutual fund, national CPA foundation and first US public residential STEM high school.
Contact
If you are ready to engage with Genevia and her team of proactive advisors, feel free to contact us to book an appointment ~ (919) 544-0398.