Kelli Ellison (CFP®, EA, Master of Science Accounting, MBA)

Kelli Ellison focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Women's Financial Planning Issues

Planning Specialties

Panoramic Financial Planning provides comprehensive financial planning, income tax preparation, and investment managment. By consolidating these services, we can help our clients achieve complete and tax efficient planning and impletmentaion. We work with a wide varitety of clients including retirees, pre-retirees, mid career professionals and, and young people just beginnng their careers.

Contact us today for a no-cost, initial consultation!

Additional Information

A Unique Perspective

Kelli Ellison, President of Panoramic Financial Planning, is a fee only financial planner in Carmel, Indiana. She created Panoramic Financial Planning because of her passion to help everyday people achieve their personal and financial goals. Kelli takes great pride in providing independent, holistic, unbiased financial advice customized for unique individuals and families like yours.

Kelli has traveled a unique path on her journey to becoming a fee only financial planner. She began her career as an engineer. Her early career experiences and advanced education led her to assignments in corporate financial planning and information technology. Through it all, her true passion was always financial planning. Upon completion of her Certified Financial Planner® education and examination requirements, she served as a Wealth Advisor for an Indianapolis fee only wealth management firm.

Education

Kelli is a graduate of three Big Ten universities. She completed her undergraduate work at Purdue University with a degree in Mechanical Engineering. She earned a Master of Management (MBA) from the Northwestern University Kellogg Graduate School of Management, with concentrations in Finance and Management Information Systems. As a life-long student with a passion for learning, she earned a Master of Science in Accounting from the Indiana University Kelley School of Business in May 2017.

Professional Certifications

Kelli is a Certified Financial Planner® , one of the most sought after certifications in the industry. She also holds the IRS Enrolled Agent designation. Kelli is a member of the Financial Planning Association, the National Association of Professional Financial Advisors (NAPFA) and the XYPN Planning Network.