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Kelly Walker, Financial Advisor

FINANCIAL ADVISOR
Kelly Walker

CRPC™
2350 17th Ave Ste 200, Longmont, CO 80503opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings

About Kelly

Although I am not a Colorado native, I have lived here for over 25 years. I am originally from Southern California and met my husband, Josh, at Cal Poly, San Luis Obispo, where I studied animal science. We moved from San Francisco to Colorado for a change of pace and decided to stay and raise our family here. We currently reside in Longmont with our children, Ruby, Sam and Sarah, along with our very active dogs, Annie and June.

Empathy is one of my strongest suits as a financial advisor and is a thread that runs throughout my career, which includes...

Work History

  • Edward JonesSeptember 2019 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Colorado State UniversityBachelor of Science

Team Members

  • Peg Resch
    Sr. Branch Office Administrator
  • Kristy Oswald
    Branch Office Administrator

Send Me a Message

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Office Information

Phone

(303) 485-2104

Fax

(866) 860-2707

Office Address

2350 17th Ave Ste 200
Longmont, CO 80503opens in a new window

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