Kelly Larkin, CFP®

Kelly has been helping clients with their investment needs since 1997. Her goal is to develop long-term relationships with her clients by designing, implementing and monitoring customized financial programs for them. By working closely with her clients she is best able to design a plan that helps meet their unique and individual needs.

With a bachelor’s degree in psychology, a teaching certificate from Western Washington University and various career experiences, Kelly found the most rewarding career in helping others plan their financial future.

“I have had the opportunity to work with so many clients over the years and have realized that each person’s financial needs and goals are unique. Sound financial planning is not just about addressing the future income needs of my clients, with consideration of their portfolio construction and tax management, but also addressing their emotional needs as they plan for retirement. Although today’s fast paced world of technology gives us greater access to information, I have found that the inundation of information can be more confusing and emotionally trying for my clients. Therefore, my help in filtering and explaining how that information applies to each of my client’s financial plan is more important than ever.”

Kelly is a CERTIFIED FINANCIAL PLANNER (tm) Professional,  and Investment Adviser Representative with Lincoln Investment Planning, LLC. (FINRA Series 65), General Securities Representative with Lincoln Investment Planning, LLC. (FINRA Series 7 and 65) and holds her life, health and disability licenses.

Kelly, her husband Dean and son Trevor enjoy their home in Seattle. They love to travel but find that coming home is always a pleasure to these three Seattle natives.