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 DESIGN| BUILD| PROTECT Strategic Approach 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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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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

Other Offices

1031 S Bluff St Suite 170 St. George, UT 84770 Phone: (312) 382-8388