Cfp® Chris Kelly

Chris Kelly, CFP® is a Wealth Advisor with extensive experience in the financial industry. Kelly has worked for various companies in roles such as Sales Executive, Financial Advisor, and Wealth Manager. Kelly's current focus is on working with entrepreneurs and executives to maximize wealth, minimize tax liability, and protect assets. With an MBA in Business & Finance from Pepperdine Graziadio Business School, Kelly is well-equipped to provide sound financial advice to clients.