Job Title: Financial Advisor
Office: Redwood City
Office: San Francisco
Focus: Financial planning, retirement plans, 401(k) plans, fiduciary, small businesses, compliance
If there was only one word to describe Carolyn Kelly, it would likely be inquisitive. Call it a product of her background in sociology or her passion for problem solving, but it’s Carolyn’s impeccable attention to detail, genuine curiosity and positive nature that have come to define her approach to financial planning and client service.
"I am always working in the best interest of my clients, serving as their advocate, problem solver and planner, working to deliver a financial peace of mind."
- Carolyn Kelly
No matter what their goals may be, Carolyn is ready to answer the tough questions for her clients, and is committed to providing clarity and confidence around their most important financial decisions.
As a Financial Advisor, Carolyn focuses primarily on retirement planning for small businesses, using her broad expertise to help companies maintain plans that are both cost-effective and compliant. Is the business owner fulfilling his or her fiduciary duties? Does their retirement plan offer value for their business and employees? These are some of the issues that Carolyn helps her clients tackle, and she helps ensure they are making financially sound decisions for their business and workforce.
Part of Carolyn’s service approach and expertise is drawn from her experience across multiple facets of the industry. Previously, she worked as both a Sales Assistant and Client Operations Manager for the Private Client Services Division of DZH Phillips LLP, one of Hewins’ associated accounting partners.
In 2013, Carolyn joined Hewins as an Associate Advisor, where she has since earned the Certified Financial Planner (CFP®) designation and worked collaboratively with estate, insurance and tax professionals to help create comprehensive, cohesive financial plans for her clients.
When it comes to service, Carolyn strives to be more than her clients’ advisor: “I am always working in the best interest of my clients, serving as their advocate, problem solver and planner, working to deliver a financial peace of mind.”
A Career in Retirement Planning and Financial Planning
- Associate Advisor, Hewins Financial Advisors, LLC
- Client Operations Manager, DZH Phillips Private Client Services, LLC
- Sales Assistant, DZH Phillips Private Client Services, LLC
- Sales Assistant, BNY Mellon Wealth Management
- Bachelor of Arts (B.A.) in Sociology, University of California at Santa Barbara
- Professional Sequence in Personal Financial Planning, University of California at Berkeley Extension
- Certifications: Certified Financial Planner (CFP®), Series 7, Series 63