Kelli Porter, CFP® Advisor, Financial Planner
I love the way financial planning offers me a platform to help people feel known, heard and valued. Financial decisions are often some of the most personal and complex issues a person faces, and I am grateful that my job allows me to partner with people to help them achieve the life they envision.
I am in the business of helping people always; whether that be in my relationships or my career. I value serving others and there is no greater joy than looking into someone’s eyes and knowing I served them well. I was drawn to this field because of my desire to come alongside people, learn about what is most important to them, and then diligently working to help those goals come into fruition.
Kelli on Optimism
Optimism means believing the best in people, circumstances and situations; seeing an opportunity in every difficulty. To me, that means that we can always look to the future and see new opportunities, learn from different situations, and keep moving.
CERTIFIED FINANCIAL PLANNER® Professional
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
B.A., Finance, University of Washington
Pac-12 All Academic Team 2016 & 2017
(UW Women’s Basketball)
Founder, University of Washington Honorary Captain Program
Leader, YoungLife Capernaum
Leader & Campaign Manager, Best Buddies International
Volunteer, Special Olympics Washington
Volunteer, Seattle Children’s Hospital
That the possibilities are endless. When I started at entry level in this business, I set my goals high and worked hard to get where I am at today. I still have plenty of personal and professional achievements to attain, but I know that by keeping positive and staying focused, the possibilities are endless.
What I love about what I do:
I love the way financial planning offers me a platform to help people feel known, heard and valued. Financial decisions are often some of the most personal and complex issues a person faces, and I am grateful that my job allows me to partner with people to help them achieve the life they envision.