Kelly Holloway, Cfp® Email and Phone Number
After spending nearly 15 years in health and wellness coaching, I repurposed my coaching knowledge into a personal passion-finances. I completed the Series 65 exam in 2020, my ChFC® designation in 2022, and successfully passed the CFP® Exam in 2023! Ready and equipped to help families succeed with finances and stewardship!PalomarWealth may utilize third-party websites, including social media websites, blogs and other interactive content. We consider all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, we generally retain copies of information that we or third parties may contribute to such sites. This information is subject to review and inspection by Thrivent Advisor Network or the securities regulators.Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. PalomarWealth and Thrivent Advisor Network, LLC are not affiliated companies.Securities offered through Purshe Kaplan Sterling Investments (“PKS”), Member FINRA/SIPC. PKS is headquartered at 80 State Street, Albany, NY 12207. PKS and PalomarWealth are not affiliated companies.
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Advisor | Director Of Client ExperiencePalomarwealth Dec 2022 - PresentProvides financial planning for individuals and families throughout their life. Collects and analyzes current financial situation and partners with clients to create realistic short, mid, and long-term goals. Walks with clients as they implement recommendations. Updates recommendations with new solutions as needs change. Designs organizational approach to client interactions and communications. -
Investment Specialist & Marketing CoordinatorPalomarwealth Jan 2020 - Dec 2022United StatesSupports advisors through brokerage operations as well as conducts investment research for the Investment Committee. Creates and implements marketing strategy. Plans outreach events and promotes charitable giving within the practice through the PalomarWealth Philanthropic Committee. -
Ww CoachWw (Formerly Weight Watchers) Mar 2006 - Jul 2020Peoria, Illinois, United StatesGuided individuals to develop a healthier relationship with food through wellness coaching. Coaching members on scientifically proven behavior change strategies and how to better leverage their internal resources and external support to reach their wellness goals. Facilitated group workshops in multiple settings, including permanent studios, on-site workplace and community settings. Onboarded and trained new hires. Managed inventories in 5 locations. Served as Special Event Coordinator for… Show more Guided individuals to develop a healthier relationship with food through wellness coaching. Coaching members on scientifically proven behavior change strategies and how to better leverage their internal resources and external support to reach their wellness goals. Facilitated group workshops in multiple settings, including permanent studios, on-site workplace and community settings. Onboarded and trained new hires. Managed inventories in 5 locations. Served as Special Event Coordinator for Peoria Area. Conducted Digital Tools workshops monthly to highlight the WW app and its features. Show less
Kelly Holloway, Cfp® Education Details
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Summa Cum Laude -
Associate'S Degree
Frequently Asked Questions about Kelly Holloway, Cfp®
What company does Kelly Holloway, Cfp® work for?
Kelly Holloway, Cfp® works for Palomarwealth
What is Kelly Holloway, Cfp®'s role at the current company?
Kelly Holloway, Cfp®'s current role is Advisor | Helping families build true wealth 🕆.
What schools did Kelly Holloway, Cfp® attend?
Kelly Holloway, Cfp® attended Illinois State University, Illinois Central College.
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