Kelly Eng, CFA
Wealth Management Advisor
Kelly is a Wealth Management Advisor at WestPac Wealth Partners. Kelly works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination.
Kelly previously worked in Institutional Investment and Portfolio Management. Her experience in the corporate world provided her a deep financial foundation but left her wanting to help people in a more personal way. After some personal experiences, Kelly made the switch to helping individuals, families and business owners and feels deeply rewarded by helping and coaching them onto a better financial path.
Kelly graduated from Cornell University with a degree in Business Management. She has her CFA Designation, Investment, Life, and Health licenses. Kelly grew up in New York City and has lived in San Francisco for many years. In her free time, you will find her eating all types of cuisines, traveling domestically and internationally, spending time with family and friends, and dancing salsa.
Interested in connecting with Kelly? Click here to schedule a meeting.
Listen to "Women and Investing," a Standard Deviations podcast with Kelly Eng, CFA, Lynsey Freeman, and Dr. Daniel Crosby.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd. #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0M18376 | 2021-128241 Exp. 10/23