Kelly Nilsson, Cfp®, Cdfa®, Jd

Kelly Nilsson, Cfp®, Cdfa®, Jd Email and Phone Number

Advice-Only, Fiduciary Financial Planner | Brava Financial, LLC @ Brava Financial, LLC
Kelly Nilsson, Cfp®, Cdfa®, Jd's Location
San Diego, California, United States, United States
Kelly Nilsson, Cfp®, Cdfa®, Jd's Contact Details

Kelly Nilsson, Cfp®, Cdfa®, Jd work email

Kelly Nilsson, Cfp®, Cdfa®, Jd personal email

About Kelly Nilsson, Cfp®, Cdfa®, Jd

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.

Kelly Nilsson, Cfp®, Cdfa®, Jd's Current Company Details
Brava Financial, LLC

Brava Financial, Llc

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Advice-Only, Fiduciary Financial Planner | Brava Financial, LLC
Kelly Nilsson, Cfp®, Cdfa®, Jd Work Experience Details
  • Brava Financial, Llc
    Founder
    Brava Financial, Llc Aug 2022 - Present
    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
    Founder
    Brava Financial, Llc Aug 2022 - Present
    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, Inc.
    Director, Wealth Council
    Facet Wealth, Inc. Oct 2021 - Jun 2022
    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.
  • Facet Wealth
    Lead Planner
    Facet Wealth Mar 2021 - Sep 2021
    Baltimore, Maryland, Us
  • Superior Planning, Inc.
    Planning Officer
    Superior Planning, Inc. Jul 2010 - Mar 2021
    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.
  • Metlife Securities Inc.
    Financial Planner & Financial Services Representative
    Metlife Securities Inc. Jul 2009 - Jul 2010
    New York, Ny, Us
  • Signature Resources / John Hancock
    Retirement Income Specialist
    Signature Resources / John Hancock Jul 2008 - Jul 2009
    Boston, Ma, Us
  • Signature Resources / John Hancock
    Regional Vice President
    Signature Resources / John Hancock Apr 2006 - Jul 2008
    Boston, Ma, Us
  • John Hancock
    Vice President, Business Development Group
    John Hancock Aug 2000 - Apr 2006
  • Wood Logan, Inc.
    Regional Vice President
    Wood Logan, Inc. 1992 - 1998

Kelly Nilsson, Cfp®, Cdfa®, Jd Skills

Securities Insurance Retirement Financial Services Business Development Leadership Strategic Financial Planning Financial Planning Finance Public Speaking Retirement Planning Series 7 Sales Asset Allocation Financial Risk Project Planning Small Business Integrated Marketing Disability Insurance Series 6 Risk

Kelly Nilsson, Cfp®, Cdfa®, Jd Education Details

  • St. Francis School Of Law
    St. Francis School Of Law
    Law
  • Mount Holyoke College
    Mount Holyoke College
    International Relations And Affairs
  • Mount Holyoke College
    Mount Holyoke College
    International Relations And Affairs
  • Queen Mary University Of London
    Queen Mary University Of London

Frequently Asked Questions about Kelly Nilsson, Cfp®, Cdfa®, Jd

What company does Kelly Nilsson, Cfp®, Cdfa®, Jd work for?

Kelly Nilsson, Cfp®, Cdfa®, Jd works for Brava Financial, Llc

What is Kelly Nilsson, Cfp®, Cdfa®, Jd's role at the current company?

Kelly Nilsson, Cfp®, Cdfa®, Jd's current role is Advice-Only, Fiduciary Financial Planner | Brava Financial, LLC.

What is Kelly Nilsson, Cfp®, Cdfa®, Jd's email address?

Kelly Nilsson, Cfp®, Cdfa®, Jd's email address is kb****@****hoo.com

What schools did Kelly Nilsson, Cfp®, Cdfa®, Jd attend?

Kelly Nilsson, Cfp®, Cdfa®, Jd attended St. Francis School Of Law, Mount Holyoke College, Mount Holyoke College, Queen Mary University Of London.

What skills is Kelly Nilsson, Cfp®, Cdfa®, Jd known for?

Kelly Nilsson, Cfp®, Cdfa®, Jd has skills like Securities, Insurance, Retirement, Financial Services, Business Development, Leadership, Strategic Financial Planning, Financial Planning, Finance, Public Speaking, Retirement Planning, Series 7.

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