Carolyn Kelly, CFP® with over 22 years of experience— I help my clients navigate their financial situation through comprehensive financial planning, working hand-in-hand with estate, insurance, and tax professionals to help create effective financial plans. I graduated from the University of California, Santa Barbara with a bachelor's degree in Sociology. This degree has helped me better understand investors' attitudes and behaviors, which in retrospect, has helped me guide my clients proactively to navigate their roadblocks and keep them on the path toward their goals.  Learn more about Carolyn Kelly...

Things to know:  

• Complimentary consultation at the beginning of the process. 
• We meet with clients on their terms - in the office or online. 
• Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services  
• Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.  
• We are 100% employee-owned (by 11 principals), with no outside investors or private equity. 
• We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.  
• The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.