Kelly Ausburn

Executive Certified Financial Planner (cfp) at HUB International

Kelly (Cal) Ausburn, CFP, AIF, serves as the Executive Certified Financial Planner at HUB International since February 2021, focusing on building a financial planning division for high-net-worth individuals in the PNW region. Prior experience includes roles as a 401(k) Senior Sales Executive and Certified Financial Planner at ShareBuilder 401k, where Cal transitioned the company to private ownership, and as a 401(k) Sales Executive at Capital One, advising business leaders on employee retirement plans. Additional positions include Licensed Investment Banker at U.S. Bank and Senior Relationship Banker at Union Bank, contributing to revenue growth and client retention. Cal's early career involved managing retirement accounts in Australia and assisting clients with financial goals at Wells Fargo, along with technical management at T-Mobile. Educational credentials include a Bachelor of Business Administration in Finance and International Business from the University of Washington and an Associate degree in Business from Green River College.

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