Kelly M. Perry is a CERTIFIED FINANCIAL PLANNER™ Practitioner that has been providing comprehensive management strategies to individuals and businesses in the Seal Beach area since 2011. During her college years, Kelly worked in the financial industry as an Administrative Assistant. It was then that she realized she wanted to pursue a career in financial planning. In 2010, Kelly graduated Cum Laude from California State University, Long Beach with degree in both Business Administration and Business Management. She then earned the FINRA series 7 and series 66 registrations and joined PERRY WEALTH MANAGEMENT, and subsequently LPL, as an Associate Advisor. After completing the Personal Financial Planning Program at UCLA in 2012, Kelly went on to earn the CERTIFIED FINANCIAL PLANNER™ designation and became a partner at PERRY WEALTH MANAGEMENT.
In addition to the CFP® designation, Kelly also holds both her insurance license and tax preparer’s license. She is currently studying to become an Enrolled Agent. Kelly is very proud to be colleague of David A. Perry, and a third generation wealth advisor with LPL Financial.
Spending time with family and friends is Kelly’s focus outside of PERRY WEALTH MANAGEMENT, but she also loves to travel, dance, and get lost in a good book.