Kelli
Smith
CFP®, CRPC™
Here to act in your best interests
About me
I partner with my clients to help them envision their future and build a plan around what's most important to them. When I'm not working, I spend time with my family, staying active and exploring the state of North Carolina.
Certifications
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor™
Education
Bachelor of Business Administration - Washburn University
Visit one of our Locations
Raleigh - Greensboro (Appt Only)
717 Green Valley Road
Suite 200
Greensboro, NC 27408
Raleigh
4700 Falls of Neuse Road
Suite 275
Raleigh, NC 27609
Kansas City III - Lee's Summit (Appt Only)
210 SW Market Street
Lee's Summit, MO 64063
Kansas City II - Liberty
9203 MO-152
Kansas City, MO 64158
Kansas City I - Overland Park
10950 Grandview Drive
Suite 600
Overland Park, KS 66210
Working with Us
Certain services provided on an educational and guidance basis only.
