Kelly Feldmann is a Financial Life Planner with Donnelly Wealth Advisors and has been with the company since July of 2016. Within this role, Kelly works closely with Richard Donnelly, Brad Owen, and Adam Werner in order to serve on the Investment Policy Committee. In addition, Kelly collects and analyzes client data, prepares financial reviews and reports, develops financial plans, and helps to manage client relationships. Kelly is a Registered Investment Advisory Representative and brings qualities of leadership, service, and teamwork to the office.
Prior to starting her career at Donnelly Wealth Advisors, Kelly graduated from San Diego State University in 2009 with a degree in finance. She then went on to work for five years in Human Resources as a senior recruiter for Daymon Worldwide before leaving to pursue her MBA in 2014 at San Diego State. During her time in graduate school, Kelly interned at Define Financial, a boutique wealth management firm, and at Perlatti and Associates, an accounting firm. After graduating in 2016, Kelly entered into her current position here on our team. In her spare time she loves to read, travel, spend time at the beach, eat Mexican food, and hang out with her family, friends, and husband.
Kelly is a CFP® Candidate. What does this mean to you?
Number of siblings I have.
The number of hours of sleep I need to function.
Age I moved to San Diego. My forever city!