About Me

Kelly and family

 

Hi, I'm Kelly Heinen, a passionate and dedicated Financial Advisor proudly associated with Northwestern Mutual. My mission is to transform the financial advisory landscape, breaking the mold by making expert financial guidance accessible to everyone, not just the elite.

My journey began in sunny San Diego, California and I attended the University of California, Santa Barbara, where I earned my degree in finance. With a robust educational foundation, I ventured into a successful 15-year career in the healthcare industry. This invaluable experience provided me with deep insights into the unique financial challenges and opportunities faced by healthcare professionals.

Inspired by my personal journey of balancing career goals and family life, I made a purposeful pivot to establish my own Financial Strategies firm. This career shift was driven by my understanding of the importance of financial confidence in navigating life's transitions. I know firsthand the delicate balance required to pursue professional aspirations while maintaining family priorities, and this understanding shapes my approach to financial advising.

I now reside in Long Beach, California with my husband Zach, my son Hunter, and our Yorkie Sprout. 

 

Keeping pace with life's changes is important. As your life changes, so do your needs and goals. Let me help you achieve a secure financial future.

I am dedicated to offering personalized, strategic financial advice tailored to each client's unique needs and aspirations. My mission is to empower clients through comprehensive financial education and guidance, enabling them to make informed decisions with confidence and ease. I strive to go above and beyond, ensuring that my clients feel secure and supported throughout their financial journey.

Whether you are navigating career transitions, planning for retirement, or building a strong financial foundation, I am here to provide the expertise and support you need to achieve your financial goals and attain financial empowerment.

Here are my areas of expertise

Financial Planning

Business Planning

Investment Planning & Strategies

Insurance Protection Strategies

Tax-Efficient Strategies

Education Planning & Funding

Retirement Planning & Income Strategies