What is Kelly Keydel Cfp Cdfa email address?

Kelly Keydel Cfp Cdfa's primary email address is ************@privateocean.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kelly Keydel Cfp Cdfa work for?

Kelly Keydel Cfp Cdfa is a Managing Director, Advisor at Wealthspire Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Kelly Keydel Cfp Cdfa graduated from?

Kelly Keydel Cfp Cdfa holds a degree in Business from Seattle University.

How can I directly contact Kelly Keydel Cfp Cdfa?

To contact Kelly Keydel Cfp Cdfa directly, you can use the email address ************@privateocean.com. Complete contact information is available upon registration with Muraena.

Who is Kelly Keydel Cfp Cdfa?

Kelly Keydel is a seasoned Financial Advisor with a focus on holistic financial planning, currently serving as the Managing Director at Wealthspire Advisors in Seattle, Washington. With certifications as a Certified Divorce Financial Analyst and Certified Financial Planner, she specializes in wealth management services that cater to life transitions such as divorce, retirement, and estate planning. Kelly's approach emphasizes understanding her clients' unique personal goals and building tailored financial roadmaps to achieve them. Her educational background includes an MBA from Seattle University and a Bachelor of Science in Psychology from the University of Washington, giving her a unique perspective on client relationships. She has a rich history in the financial sector, previously holding senior roles at Private Ocean and as a founding partner at Lakeview Financial. Kelly is passionate about helping clients find peace of mind and freedom through effective financial management.