Kali Staples (CFP®)

Kali Staples focuses in the
following client markets or areas of practice:

  • AUM
  • High Net Worth Client Needs
  • Hourly
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Kali received her Bachelor’s degree from Texas Tech University where she majored in Personal Financial Planning. She graduated among the top 5 performing students in her program and graduated Magna Cum Laude.

In January 2019, Kali joined Penney Financial to grow and serve in a fast-growing fee-only firm. Kali received her Certified Financial Planning ™ designation in 2020, allowing her to demonstrate a higher level of excellence within the financial planning industry. She supports Penney Financial in many capacities, including financial planning, asset management, and client service.

In addition to her quali?cations and presence within the profession, Kali has a passion for helping individuals, couples, and widowed/divorced women understand how their assets and financial objectives can function together in a meaningful way. She believes that ?nancial planning done right can breed direction and confidence during life’s uncertainties.

Kali has a heart for serving the community and is actively involved with the Junior League of Houston and Houston Welcomes Refugees. Kali enjoys her free time in the company of her friends and family. She loves staying active, sharing good meals with friends, and traveling.

NAPFA Start Date

September 15, 2022


This Office

2435 North Central Expressway, Suite 1200 Richardson, TX 75080 Phone: (713) 280-3652

Other Offices

800 Town & Country Blvd., Suite 500 Houston, TX 77024 Phone: (713) 300-5165
21 Waterway Ave., Suite 300 The Woodlands, TX 77380-3099 Phone: (713) 300-5165