Kaeli Creed, CFP®, CEPA

Kaeli Creed is a CERTIFIED FINANCIAL PLANNER™ and Certified Exit Planning Advisor. Kaeli is a Wealth Consultant, working on both Private Wealth and Family Office teams. She is passionate about strategizing with clients to understand their values around wealth and how to invest in asset classes that best align with their goals and preferences. Her specialties include consulting business owners on their plans for post management lifestyle and mentoring clients’ young adult children as they prepare to step into the role of trustee.

Kaeli graduated from Pacific Lutheran University with a bachelor’s degree in business administration, focusing on nonprofit studies. In her free time Kaeli enjoys exploring the Pacific Northwest, gathering with friends, perfecting the at-home Americano, and scheming to travel.