Kelli Grew, CFP®
Kelli Grew consults with nonprofits & foundations, retirement plan fiduciaries, and individuals & families to identify personal financial goals and resources, design financial strategies, and make personalized recommendations, that when implemented, assist the client in achieving their goals. Kelli is committed to delivering highly-personalized service and building long-term relationships with clients. She helps them navigate a full range of investor products and services, including one-on-one investment guidance, wealth management, income strategies, college planning services, as well as integrated employee benefits solutions.
Kelli received her Bachelor Degree with a dual concentration in Finance and Management from the University of New Hampshire. Kelli is a licensed investment advisor and a CERTIFIED FINANCIAL PLANNER™ (CFP®). She is an active member of the Cape Cod Young Professionals and the AAFCPAs Women’s Opportunity Network. Kelli and her husband live on Cape Cod with their two children. She has been serving AAFCPAs Wealth Management clients since 2011.