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3400 188th St SW #305, Lynnwood, WA 98037

(425) 329-4164
KellyWealth@lplfinancial.com
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CERTIFIED FINANCIAL PLANNER® Professional

Personalized Financial Planning with Maureen Kelly, CFP®

At Kelly Wealth Advisors, we believe financial planning is about more than investments. It is about helping individuals, families, and business professionals create a strategy that supports their goals today while preparing for the future.

As a CERTIFIED FINANCIAL PLANNER® professional, Maureen Kelly is committed to helping clients navigate important financial decisions with clarity and confidence. Through personalized planning, disciplined investment guidance, and meaningful client relationships, Maureen works closely with clients to develop strategies designed to address every stage of life.

Whether you are seeking to build wealth, preparing for retirement, planning for your family's future, or seeking guidance through life's financial transitions, Maureen provides the personalized attention and professional expertise needed to help you stay on track.

Contact Maureen Kelly
Meet Maureen Kelly, CFP®

Meet Maureen Kelly, CFP®

Financial Advisor

Maureen Kelly has worked in the financial services industry since 2017, helping clients pursue their financial goals through thoughtful planning and personalized guidance. She serves a diverse range of clients, including young professionals, women focused on wealth management, families seeking to create a meaningful legacy, and individuals preparing for retirement.

As a CFP® professional, Maureen takes a comprehensive approach to financial planning, helping clients align their investments, retirement goals, risk management strategies, and long-term objectives within a coordinated financial plan. She believes strong relationships are built on transparency, and communication, and she strives to be a dependable resource for every client she serves.

Combining modern financial planning technology with a client-focused approach, Maureen helps simplify complex financial decisions and create actionable strategies designed to support long-term financial confidence.

What Is a CERTIFIED FINANCIAL PLANNER® Professional?

The CERTIFIED FINANCIAL PLANNER® certification is one of the most respected and recognized credentials in the financial planning profession. To earn the CFP® designation, financial professionals must complete rigorous education requirements, pass a comprehensive examination, gain relevant professional experience, and commit to ongoing continuing education. CFP® professionals are also required to adhere to the CFP Board's ethical and professional standards. This commitment helps ensure clients receive guidance from an advisor who has demonstrated knowledge across a broad range of financial planning disciplines.

Why Work with a CFP® Professional?

Choosing a financial advisor is one of the most important decisions you can make. Working with a CFP® professional means partnering with an advisor who has met rigorous standards for education, experience, ethics, and professional competency. At Kelly Wealth Advisors, Maureen Kelly's CFP® certification reflects her commitment to helping clients make informed financial decisions and build strategies tailored to their unique circumstances and goals.

The Benefits of Working with a CFP® Professional

Comprehensive Financial Planning

CFP® professionals are trained to evaluate the full scope of your financial life, helping coordinate important financial planning areas including:

Investment Management
Retirement Planning
Wealth Management
Risk Management and Insurance Planning
Tax-Efficient Planning Strategies
Estate and Legacy Planning
Education Funding Strategies
Cash Flow and Budgeting Guidance

This holistic approach helps provide a clearer picture of your financial situation and opportunities.

Specialized Education and Professional Standards

The CFP® designation represents a significant commitment to professional excellence. CFP® professionals must complete extensive coursework, pass a comprehensive certification exam, and maintain continuing education requirements to stay current with industry developments.

This dedication supports informed financial guidance in an increasingly complex financial environment.

Personalized Strategies for Your Unique Goals

Your financial goals are personal, and your financial plan should be too.

As a CFP® professional, Maureen works closely with clients to understand their priorities, concerns, and aspirations. From early career planning to retirement income strategies, each recommendation is tailored to your unique financial circumstances and objectives.

Commitment to Ethics and Professionalism

CFP® professionals are held to high ethical and professional standards and are expected to place their clients' interests first when providing financial advice.

This commitment fosters trust, transparency, and accountability throughout the financial planning relationship.

Financial Planning for Every Stage of Life

Financial Planning for Every Stage of Life

Maureen Kelly works with individuals and families throughout the greater Mountlake Terrace and Seattle area, helping address important financial questions such as:

  • Am I saving enough for retirement?

  • How should I prioritize investing and paying down debt?

  • What strategies can help me build long-term wealth?

  • How can I create a legacy for my family?

  • What financial considerations should I address before retirement?

  • How do I navigate major life transitions with confidence?


No matter where you are in your financial journey, having a comprehensive plan can help provide clarity and direction.

Partner with Maureen Kelly, CFP®

At Kelly Wealth Advisors, our mission is to help clients make informed financial decisions and build confidence in their financial future. With a personalized planning process, disciplined guidance, and a commitment to meaningful client relationships, Maureen Kelly helps individuals and families create financial strategies aligned with their goals, values, and vision for the future.

Ready to take the next step? Contact Maureen Kelly, CFP® today to schedule a conversation and learn how personalized financial planning can help support your financial goals.

Contact Maureen Kelly