Kelly brings a wealth of experience and resources to the table and believes wholeheartedly that everyone deserves well-rounded financial advice and solutions. Whether she’s working with a business owner, successful family, or an established professional, she helps bring clarity to even the most complex situations.

When approaching planning with clients, Kelly draws from her background in education to help broaden her clients’ financial knowledge. It’s important to her that her clients understand their options fully, are engaged in the solutions presented, and know the “why” behind what Kelly and her team do. While the world of financial services and products is vast, Kelly is adept at identifying what strategy will best address each client’s specific needs. She enjoys being a partner for her clients and coordinating with their team of other professionals to ensure each piece of their financial strategy is working together.

After earning her MBA in 2012, Kelly taught as an adjunct professor for Business and Marketing courses at St. Leo University for nearly two years. In 2014, she stepped in as Office Manager and Para-Planner for her father’s firm which allowed her to use her knack for data analysis and numbers to support the financial planning efforts of her father’s practice. By 2016, it was clear to Kelly that she wanted to use her background in education, and her passion for helping others achieve financial success, by becoming a second-generation Financial Advisor.

In pursuit of her ongoing commitment to education and self-improvement, Kelly has earned her CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional designation. As a CFP^®, Kelly is held to a strict fiduciary standard, and it is both her passion and priority to act in her clients’ best interests. She also possesses extensive knowledge about various planning disciplines, making her a valuable resource for clients.

Kelly Goldstein is proud to be a CFP^® professional, having surpassed rigorous training, education, and testing requirements. This designation is considered to be the standard of excellence within our industry — and for good reason. CFP^® professionals are held to one of the highest ethical standards of conduct and are bound to serve as fiduciaries to their clients. Our ability to share this advantage with our clients is important to us, and we believe it’s what helps us be the best partners we can be.

Kelly, her husband, Joe, their daughter, Madelyn, and their dog, Anchor, live in Lakewood Ranch, Florida. They take full advantage of everything the greater Sarasota area has to offer—amazing beaches, unique restaurants, and no shortage of places to explore.

Kelly is a Tampa Bay Lightning fan and enjoys attending games during hockey season. But all year round, Kelly spends her free time golfing, walking local trails with her pup, going to the beach, and reading. Her favorite book is Outliers by Malcolm Gladwell, and her favorite quote is Henry David Thoreau’s “Aim above morality. Be not simply good, be good for something.”

Kelly enjoys being involved in several industry and community organizations. She is a member of the Million Dollar Round Table (MDRT), the Lakewood Ranch Business Association (LWRBA), the Sarasota Chamber of Commerce, and the Sarasota-Manatee Human Resource Association.