Kelley Stoddard has been an essential member of the California Retirement Advisors (CRA) team for over 4 years. Kelley started as an Executive Assistant to the CRA partners, which she feels was an ideal foundation for her to truly understand how to help clients enhance their financial well-being.
In 2017, Kelley became a Financial Advisor at CRA. Kelley’s main focus is to cater to women and millennials. Her family experiences and losses enabled her to understand the importance of investing for one’s future. Because of her background, this expanded her empathy for all clients’ needs and goals. Kelley’s unique perspective deepens her long-term relationships with clients.
Kelley graduated from the University of Illinois at Chicago and then moved to the Los Angeles area to begin her career. She participates in the LA Coastal Young Professionals events. In her free time, she enjoys practicing yoga, going to the beach and visiting new places.
FINRA Series 7 & Series 66
CRD # 6220998
California Insurance License # 0I91867