Overview
Kevin Wren is a Client Relationship Director in CLA’s Client Accounting and Advisory Services (CAAS) practice, based in the Triangle region of North Carolina. He partners closely with growth-minded organizations to help them strengthen financial clarity, improve operational discipline, and make confident, forward-looking decisions.
Kevin works with business owners and leadership teams to translate financial data into meaningful insights. His experience spans outsourced accounting and finance, strategic advisory, and ongoing client leadership, with a focus on building long-term relationships rooted in trust, responsiveness, and practical value.
As a CPA and CFP®, Kevin brings a well-rounded perspective that connects day-to-day financial operations with broader strategic and personal goals. Clients value his ability to simplify complexity, anticipate needs, and serve as a steady advisor as their organizations grow and evolve.
Kevin is passionate about helping clients build durable financial foundations while staying aligned with what matters most to them whether that’s scaling responsibly, improving cash flow visibility, or creating space to focus on mission and people. His approach reflects CLA’s promise to help clients “get you there.”
Education
Bachelor of Science, Professional Accounting, State University of New York at Oneonta
Certified Public Accountant (CPA)
Certified Financial Planner™ (CFP®)
In the community
American Institute of Certified Public Accountants