Kelly Keydel, CFP, MBA, CDFA

Managing Director, Advisor at Wealthspire Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Seattle, Washington, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CDFA
    -
  • Certified Financial Planner
    -

Experience

  • Wealthspire Advisors
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Managing Director, Advisor
      • Jan 2022 - Present

      Managing Director and Advisor Managing Director and Advisor

  • Private Ocean Wealth Management dba Wealthspire Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Advisor and Principal
      • Jan 2017 - Present

  • Lakeview Financial Group, LLC
    • Greater Seattle Area
    • Founding Partner
      • Jan 2006 - Dec 2017

      On January 1, 2018 Lakeview joined the team at Private Ocean. We are proud to be part of this highly talented, intelligent and ethical group of planners and investment managers. Please see us on our new website at www.privateocean.com On January 1, 2018 Lakeview joined the team at Private Ocean. We are proud to be part of this highly talented, intelligent and ethical group of planners and investment managers. Please see us on our new website at www.privateocean.com

Education

  • University of Washington
    Bachelor of Science - BS, Psychology
    1983 - 1987
  • Seattle University
    MBA, Business
    2000 - 2002

Community

You need to have a working account to view this content. Click here to join now