Coast To Coast Wealth Advisors
Chris Kelly
Chris is a Florida native. He was born in West Palm Beach and grew up in Ocala before moving to Jacksonville for college. He attended the University of North Florida for both his undergrad and MBA degrees. With 13 years of banking and wealth management experience, he knows that being an advisor is more than just investment selection. He believes in a holistic approach focusing on client needs, wants and goals.
He also holds the Chartered Retirement Planning Counselor™ (CRPC®) designation. He specializes in pre- and post-retirement needs, investment strategies, social security and insurance planning.
Mission
Statement
Our mission is to provide every client, regardless of account size, a holistic financial plan that enables them to satisfy their needs, achieve their goals, and fulfill their dreams.
Our commitment is to always “do the right things for the right reasons”
Our Services
Wealth
Management
Wealth management is more than just picking the right stocks and bonds. We believe that there is no “one size fits all”.
Social Security &
Medicare Planning
As part of our holistic approach to all of our clients, we include comprehensive Social Security and Medicare services.
Education
Planning
As parents, we want nothing but the best for our children. In most cases that involves planning for higher education.
Estate
Planning
At some point in everyone’s life we will encounter death of a loved one. Let us help you make one of the worst parts of life a little easier.
Professional Credentials And Certifications
Chartered Retirement Planning Counselor
