Kelly Brown
CERTIFIED FINANCIAL PLANNER™ (CFP®) Fee-only Fiduciary Financial Planning & Investment Management
- Role
- Founder & Lead Advisor at Brown Pcfo
- Location
- Bellingham, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Founder & Lead Advisor
Sep 2024 — Present · Bellingham, WA, US
Education
Pacific Lutheran University - School of Business
Bachelors in Business
2002 — 2006
Skills
- Financial Advisory
- Series 7
- Wealth
- Asset Management
- Investments
- Estate Planning
- Wealth Management
- Client Services
- Financial Analysis
- Strategy
- Portfolio Management
- Asset Allocation
- Risk Management
- Holistic Financial Planning
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