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Kelli Grew, CFP®

Wealth Advisor

Kelli Grew has been serving AAFCPAs Wealth Management clients since 2011.  She consults with individuals and families to identify personal financial goals and resources, design financial strategies, and makes 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 in a dual concentration of 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 have one daughter.

“Our focus is to be the key financial resource for our clients and uncover creative plans, fresh solutions and innovative ideas to meet their goals."
Kelli Grew, CFP®