Carolyn Kelly (CFP®)

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

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Hi, I'm Carolyn, a Financial Advisor with Team Hewins. I joined the firm in 2013 but I have been in the industry since 2000. While at Team Hewins, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and I now work collaboratively with estate, insurance, and tax professionals to help create effective financial plans with my clients. I have really enjoyed working with individuals and families because it feels great to help them achieve a sense of financial confidence.

I attended the University of California at Santa Barbara, where I earned a Bachelor’s degree in Sociology. I have used this degree to gain a better understanding of investor attitudes and behaviors, which I think is a valuable resource in helping clients navigate their own roadblocks and keeping them on the pathway towards retirement.

I am native to the Bay Area and love spending time with my extended family in Santa Rosa, Dallas, and Nashville. I also enjoy taking advantage of the local scenery that San Francisco has to offer, finding creative art projects, watching the Blue Angels and continuing my search for the perfect enchilada!

NAPFA Start Date

July 16, 2019


This Office

220 Montgomery St Suite 692 San Francisco, CA 94104-3402 Phone: (833) 439-4678

Other Offices

203 Redwood Shores Pkwy Ste 550 Redwood City, CA 94065-6101 Phone: (833) 439-4678