B. Kelly Keydel, CFP®, MBA, CDFA®

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

Kelly is incredibly proficient at analyzing complex financial situations and at assessing a client’s unique financial behaviors. By bridging those two dimensions, she is able to help guide people to the decisions that are best for their lifestyle and their goals.

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.