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Kelly Cunningham, Financial Advisor

FINANCIAL ADVISOR
Kelly A Cunningham

CFP®, AAMS™
400 Oyster Point Blvd, Suite 438, South San Francisco, CA 94080opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Employee Stock Options
  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

About Kelly

Located just south of San Francisco, overlooking the San Francisco Bay, I focus on working with successful tech and biotech professionals, executives and families with complex financial needs, and small- and mid-sized businesses. I particularly enjoy working with clients with stock-based compensation and overconcentrated stock positions to help ensure your stock-based compensation aligns with your overall investment strategy. In partnership, we follow a process that connects every aspect of your financial picture to help you achieve your goals and navigate through all stages of life.

What do you value most? Partnering together, I can help you create a bridge between...

Work History

  • Edward JonesNovember 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Stanford UniversityBachelor of Arts

Personal Interests

  • Volunteering
  • Traveling
  • Cooking
  • Pickleball
  • Social Responsibility

Team Members

  • Audra Cannon
    Sr. Branch Office Administrator
  • Tracy Lingua
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(650) 355-2505

Fax

(866) 462-8629

Office Address

400 Oyster Point Blvd
Suite 438
South San Francisco, CA 94080opens in a new window

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