B. Kelly Keydel, CFP®, MBA, CDFA®

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Kelly Keydel is a Managing Director and Financial Advisor based in the Seattle office.

Going through a life transition or experiencing a surprise event, such as divorce, losing a loved one or selling a business, is emotional, complex, and the stakes are often high. Kelly has spent her career guiding clients through life events, both big and small, to build clarity, confidence and financial security. By listening deeply to what is most important and then applying her technical expertise to complex financial situations, Kelly supports her clients in creating lifelong financial prosperity.

She is a proud Pacific Northwesterner, earning her bachelor’s degree from University of Washington and her MBA from Seattle University. Outside of work, you can find her with her husband and two kids enjoying nature, culture, and all the places they intersect here in the PNW.

She has successfully completed several marathons, including the NY Marathon. The discipline and commitment required to complete a marathon is similar to reaching an important financial goal, and so is the deep sense of personal accomplishment.

Previous Experience

• Financial Advisor and Principal at Private Ocean Wealth Management
• Founding Partner of Lakeview Financial Group
• Co-owner of Monarch Wealth Management

Education & Credentials

• Certified Financial Planner^™
• Certified Divorce Financial Analyst (CDFA^®)
• MBA, Seattle University
• BA, University of Washington

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^™, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Divorce Financial Analyst^® or CDFA^® professionals must develop their theoretical and practical understanding and knowledge of the financial aspects of divorce by completing a comprehensive course of study approved by the Institute for Divorce Financial Analysts. CDFA^® professionals must have two years minimum experience in a financial or legal capacity prior to earning the right to use the CDFA^® certification mark.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.