Kelly Nilsson, CFP

La Jolla, États-Unis

5

1 avis

Contacts

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Téléphone :
+1 858-546-1046
Adresse :
4275 Executive Square Ste 990, La Jolla, CA, 92037
Arrêts et stations de transports en commun proches
190 mLa Jolla Village and Genesee, San Diego
220 mExecutive Drive
380 mLa Jolla Villlage and Regents, San Diego
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Aujourd'hui

Aujourd'hui –
Heure locale (La Jolla) 00:14 dimanche 22 juin 2025

Horaires d'ouverture

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Alentours

Parcourez des lieux proches :
1
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Anewresume
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Alternative Physical Therapy
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David M Epstein
4275 Executive Square Ste 400
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Allan Galgut Insurance
4275 Executive Square Ste 400
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Takara Law Office
4275 Executive Sq Ste 200

1 avis sur Kelly Nilsson, CFP

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Évaluation du lieu : 5
San Diego, CA
I met Kelly through the San Diego Women’s Network. She is fabulous! We couldn’t ask for anything more. This was our first experience with a financial planner so I wasn’t totally sure what to expect. We really needed help after I lost my job figuring out what we needed to be doing with our money.
She had us gather every piece of financial information from insurance policies, to paystubs, to past tax returns. She met with us to discuss our future goals and financial concerns. She then analyzed all our of data and presented us with a comprehensive plan. The plan contained action items for us to works towards.
This was exact what we needed and we couldn’t have been happier. We’ve already been able to cross off a couple of our action items for this year!