Cfp® Kelly Feldmann Rssa®

Kelly Feldmann, CFP®, RSSA®, MBA, currently serves as a Wealth Strategist at Corient, one of the largest integrated registered investment advisors in the United States, since July 2023. Prior experience includes roles as a Financial Planner at CI Dowling & Yahnke Private Wealth from March 2018 to July 2023, and at Donnelly Wealth Advisors, Inc. from July 2016 to March 2018. Kelly also completed Field Studies in Business during an internship with ML PERLATTI & ASSOC. LLP in early 2016 and at DEFINE FINANCIAL throughout 2015. Earlier career experience includes a position as a Senior Recruiter at Daymon from September 2009 to August 2014. Kelly holds a Master of Business Administration (M.B.A.) and a Bachelor of Science in Finance from San Diego State University.