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portrait of Kelly Maestas
FINANCIAL ADVISOR

Kelly Maestas

CEPA®
135 Country Center Dr Suite C, Pagosa Springs, CO 81147opens in a new window
Accepting New Clients
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About Kelly

Every day, I meet with individuals and families. I get to learn their story and, together, we create a personalized approach to their situation with guidance that is straight forward and easy to understand.

After earning a bachelor's degree in marketing and international business and an MBA from the University of Colorado, I was thrilled to be able to return to my hometown. With deep roots in Pagosa, my husband and I knew this was where we wanted to raise our family. We spend most of our time supporting our children in their various academic and athletic pursuits such as...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Values and Faith Based Investing
  • Intergenerational Planning
  • Retirement Income Strategies

Work History

  • Edward JonesNovember 2022 to Current
  • Bank of San JuansAugust 2012 to October 2022

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • Univ of Colorado-Colorado SprgMaster of Business Admin

Team Members

  • Katie Dobbins
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(970) 731-5100

Fax

(877) 222-0902

Office Address

135 Country Center Dr Suite C
Pagosa Springs, CO 81147opens in a new window

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