Kelly Metzler
CFP®
Burton Enright Welch
Financial Advisor
Kelly Metzler
CFP®
Burton Enright Welch
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kelly Metzler, CFP®
Fee-Only financial planner located in Walnut Creek, CA, serving clients locally and across the country
Kelly Metzler is a Walnut Creek, CA fee-only financial advisor serving clients locally and across the country. Burton Enright Welch provides comprehensive financial planning, investment management, and retirement plan services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kelly Metzler is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kelly Metzler is a Financial Advisor at Burton Enright Welch
What Do You Love Most About Being Part Of Burton Enright Welch?
I love being part of a collaborative team and seeing the enthusiasm and care that every team member puts into doing what’s best for our clients.
What Qualities Of Yours Makes You Best-Suited To What You Do?
My diligence and interest in understanding a person’s entire financial picture in order to come up with a holistic plan.
What Do You Enjoy Most About Financial Planning?
Being able to help individuals and families make smart financial choices and achieve their goals is truly rewarding. I get to help clients navigate through different stages of their lives, develop strategies to grow their wealth, and see them enjoy the lives they’ve worked hard for.
What’s the biggest challenge?
The emotional and behavioral aspects of money and investments that can influence decision-making. But that gives us an opportunity to provide an unbiased and outside view to keep clients focused on their long-term goals and help them stay the course.
What Do You Love To Do Outside Of Work?
Spending time with family and friends, exploring the Bay Area, and traveling
What Personal Accomplishment Are You Most Proud Of?
Living and working in New York City for 7 years, before moving back to California.
What Were The Most Influential Books You’ve Read?
The Millionaire Next Door
Education & Accreditations
University of California, Berkeley, B.A. Chemistry (high honors), Phi Beta Kappa
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Kelly Metzler is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Burton Enright Welch is an fee-only financial planning and investment management firm in Walnut Creek. Over the past three decades, we have remained focused on delivering our clients a high level of service. We encourage frequent communication, full financial engagement, and deep familiarity with goals and concerns. As planners, we embrace complexity; often, our most valuable advice goes beyond investments. Your portfolio is a means to an end: fulfilling your life's objectives. Having a plan and monitoring its progress is crucial to your success.
We offer the following services: Financial Planning, Investment Management, and Retirement Plan Services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kelly Metzler is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Kelly Metzler is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2019
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2018
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Burton Enright Welch Named to Financial Times Top 300 Financial Advisers 2017
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Burton Enright Welch Named one of the Bay Area's top 50 largest wealth management firms in the San Francisco Business Times
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Financial Advisor Magazine Ranks Burton Enright Welch Top 50 Fastest Growing Firms 2017
Contact Kelly Metzler
Office Locations:
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1850 Mt Diablo Blvd
suite 335
Walnut Creek, CA 94596
