Kelsey Rae

Financial Coach

Role: Financial Coach at Transamerica Financial Advisors, Inc.
Location: Phoenix, AZ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Kelsey Rae

Wealth is a passion of mine! If you are a wealth advocate or just want to have the best…

Experience

Financial Coach
Transamerica Financial Advisors, Inc.
Jan 2021 — Present
I setup a full financial plan for a person, couple or a family, giving them an idea of where they are now, where they\'d like to go and what financial steps they need to take to get there. We help them strategize how to get a better rate of return, lower their taxes and manage risk on their money. I help them by utilizing hundreds of the top insurance and financial companies to get a plan in place that makes sense for them and their future without charging them a fee.

Education

Iowa City West High
Highschool Diploma, Art/Art Studies, General
2001 — 2005
Kirkwood Community College
Associates , Liberal Arts
2005 — 2007
Iowa City West High
Highschool Diploma, General Studies
2001 — 2005
Kirkwood Community College
Liberal Arts, Psychology
2005 — 2007

Contact information

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Current company

Transamerica Financial Advisors, Inc.

Financial Services · 1.7K employees · Founded 1984 · Philadelphia, Pennsylvania, United States

Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, LLC., is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, LLC (TFA), a broker/dealer - Member FINRA, SIPC, MSRB and federally Registered Investment Advisor. Transamerica Financial Advisors, LLC financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone 77••••••00 TFA Headquarters: Two Liberty Place, 50 South 16th Street Philadelphia, PA, 19102 Phone: 77••••••71 Neither Transamerica Financial Advisors, LLC nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 43•••••••25

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