What is Kelli Jones Cpa Cfp email address?

Kelli Jones Cpa Cfp's primary email address is ******@monetagroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kelli Jones Cpa Cfp work for?

Kelli Jones Cpa Cfp is a Family CFO and CPA/CFP® at Moneta, a company specializing in Monetary Authorities-Central Bank.

Where Kelli Jones Cpa Cfp graduated from?

Kelli Jones Cpa Cfp holds a degree in Accounting And Finance from University of Missouri.

How can I directly contact Kelli Jones Cpa Cfp?

To contact Kelli Jones Cpa Cfp directly, you can use the email address ******@monetagroup.com. Complete contact information is available upon registration with Muraena.

Who is Kelli Jones Cpa Cfp?

Kelli Jones is a seasoned financial professional with over two decades of experience in providing tailored financial services to affluent families. Currently serving as the Family CFO and Senior Advisor at Moneta Group, she excels in creating unique financial strategies that align with her clients' goals. Kelli's background includes a significant tenure at Arthur Andersen, where she specialized in personal financial planning and wealth management for high net worth individuals. With a Master of Accountancy from the University of Missouri-Columbia, she has a strong academic foundation in accounting and finance. Kelli is recognized as a Five Star Wealth Manager, a testament to her commitment to excellence in client service. Her approach combines disciplined financial advice with a personal touch, ensuring that her clients feel supported throughout their financial journeys. Kelli is passionate about helping families navigate the complexities of wealth management and is dedicated to fostering long-term relationships built on trust and integrity.