Kelly Stanley (CFP®, MBA)

Kelly Stanley focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Our Path to Smart Transitions helps you address your biggest concerns such as: • making intelligent decisions with your money • mitigating income and estate taxes • protecting your income • shielding your assets from unjust takings • and taking care of your heirs while defining legacy. To the extent you are charitable, we helped you magnify those gifts and make them even more impactful. We make your success a team effort in the Protect phase by surrounding you with a well-curated network of other professionals who can help you address your challenges and achieve all that is most important to you.

Additional Information

Your life is layered with significant events and nuanced circumstances that can influence your future. You can rely on us to keep your plan on track, anticipate your future needs and help you navigate life’s complexities with ease.

NAPFA Start Date

July 01, 2021

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This Office

77 W Wacker Dr Ste 4500 Chicago, IL 60601-1680 Phone: (312) 382-8388

Other Offices

2139 W Cougar Rock Cir Unit 186 St. George, UT 84770 Phone: (312) 382-8388