Hyannis, MA - Beacon Financial Planning of Cape Cod, Inc, a local, FEE-ONLY, independent advisory firm, announced the addition of Kelli Grew to their team. Kelli joins the team as a CERTIFIED FINANCIAL PLANNER™ to support our existing and growing family of clients.
Kelli is a native of Cape Cod but left the area to pursue a bachelor’s degree with a dual concentration in Finance and Management from the University of New Hampshire. In her previous role, she worked as a financial advisor on the Wealth Management team at a large CPA firm out of Westborough, MA.
Michaela Herlihy, President of Beacon Financial Planning of Cape Cod, Inc stated, “Kelli’s commitment to being a fiduciary to clients and help them reach their goals make her a wonderful addition to the BFPCC team. We have been looking for a CFP® of Kelli’s caliber for a long time and are thrilled she has found a home here.”
Kelli said, “I love delivering highly-personalized service and building long-term relationships with clients. Helping people navigate a full range of services, including one-on-one investment guidance, wealth management, and income strategies is a great responsibility and honor. I’m truly excited to be back on the Cape working with the folks in this community as they strive to achieve their financial goals.”