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Kelly Nilsson, Cfp®, Cdfa®, Jd is listed as Advice-Only, Fiduciary Financial Planner | Brava Financial, LLC at Brava Financial, LLC, based in San Diego, California, United States. AeroLeads shows a work email signal at superplan.com and a matched LinkedIn profile for Kelly Nilsson, Cfp®, Cdfa®, Jd.
Kelly Nilsson, Cfp®, Cdfa®, Jd previously worked as Founder at Brava Financial, Llc and Founder at Brava Financial, Llc. Kelly Nilsson, Cfp®, Cdfa®, Jd holds Juris Doctor, Law from St. Francis School Of Law.
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Hi! I’m Kelly Nilsson, CFP® CDFA® JD, founder of Brava Financial, LLC - a flat-fee, advice only financial planning firm. At Brava, I help people who want clarity and confidence when it comes to their finances. Based in San Diego, I work with clients locally and virtually around the country.My journey in finance began in 1992, and since then I have worked with thousands of professionals and clients. Working with companies large and small and people from all walks of life, I have amassed deep expertise and empathy available to anyone who wants to create better outcomes and a healthier relationship with money. Money is a human construct - it is an extension, a reflection, and a record of us and how we live. Money is important, but not as important as you.I am a proud graduate of Mount Holyoke College, receiving a Bachelors of Arts in International Relations. I have held the Certified Financial Planner designation since 2003 and also hold the Certified Divorce Financial Analyst designation. In 2018 I received a Juris Doctor from St. Francis School of Law.I love yoga, hiking, reading, and spending time with my spouse and teenage son.
Listed skills include Securities, Insurance, Retirement, Financial Services, and 17 others.
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Brava Financial, LLC serves clients seeking a positive and prosperous relationship with money. Brava offers flat fee advice-only financial planning and coaching services. Find out more at www.bravafinancialplans.com.
Brava Financial, LLC serves clients seeking a positive and prosperous relationship with money. Brava offers flat fee-only financial planning and coaching services. Find out more at www.bravafinancialplans.com.
Facet Wealth is one of the fastest-growing national financial services companies. By providing each client with their own CFP® professional to integrate unbiased financial advice into every facet of their life, at an affordable subscription price, we’re creating financial planning as it should be.
San Diego, California, Us
Superior Planning, Inc. is a multi-family office uniquely positioned to assist a select group of families have more control over their family wealth and make better decisions, in less time, with more clarity and less aggravation, than they have in the past.We offer a proven proprietary process that enables families to protect and grow their wealth systematically year after year. We fill the gap that exists by providing a process, support staff and an integrated system to keep all pertinent information up-to-date, at hand and in a format that makes it easy to consider all alternatives, risks, and possible outcomes in a way to make wise decisions that can be implemented without delay.
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Kelly Nilsson, Cfp®, Cdfa®, Jd works for Brava Financial, LLC.
Kelly Nilsson, Cfp®, Cdfa®, Jd is listed as Advice-Only, Fiduciary Financial Planner | Brava Financial, LLC at Brava Financial, LLC.
AeroLeads has found 1 work email signal at @superplan.com for Kelly Nilsson, Cfp®, Cdfa®, Jd at Brava Financial, LLC.
Kelly Nilsson, Cfp®, Cdfa®, Jd is based in San Diego, California, United States while working with Brava Financial, LLC.
Kelly Nilsson, Cfp®, Cdfa®, Jd has worked for Brava Financial, Llc, Facet Wealth, Inc., Facet Wealth, Superior Planning, Inc., and Metlife Securities Inc..
You can use AeroLeads to view verified contact signals for Kelly Nilsson, Cfp®, Cdfa®, Jd at Brava Financial, LLC, including work email, phone, and LinkedIn data when available.
Kelly Nilsson, Cfp®, Cdfa®, Jd holds Juris Doctor, Law from St. Francis School Of Law.
Kelly Nilsson, Cfp®, Cdfa®, Jd is listed with skills including Securities, Insurance, Retirement, Financial Services, Business Development, Leadership, Strategic Financial Planning, and Financial Planning.
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