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

  1. Founder & Lead Advisor

    Brown Pcfo

    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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Kelly Brown — Founder & Lead Advisor at Brown Pcfo in Bellingham, WA, US | Unifers