Kelly Metzler (CFP®)

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

  • Corporate Executives

Additional Information

Executives often have such complex financial situations that it is hard for them to make retirement decisions based on the big picture. As an advisor at Burton Enright Welch, Kelly Metzler, CFP®, provides wealth management to help executives optimize their income and benefits so they feel confident they will have the same comfortable lifestyle in retirement that they enjoy today. Kelly works with executives to: • See the big picture: Put the financial pieces together to illuminate their direction. • Take the reins: Understand their options and make confident retirement decisions. • Get strategic: Build a plan that incorporates their 401(k), deferred comp, and executive compensation. Kelly finds it rewarding to help executives navigate their retirement transition and enjoy the life they've worked hard for. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, she provides comprehensive planning to help executives get a grasp on their complex financial picture and make the most of their income and benefits.

NAPFA Start Date

April 15, 2020


This Office

1850 Mt Diablo Blvd Ste 335 Walnut Creek, CA 94596-4476 Phone: (925) 932-8010