About

At KND Financial, we understand that your financial journey is as unique as you are. Whether we're advising on the optimal time to enter or exit market positions or helping define your personal investment time horizon, our personalized approach is rooted in tailoring every decision to your specific goals, values, and circumstances.

We offer one-hour complimentary consultations, and personalized risk tolerance assessments. We then work with you to design a custom-built investment portfolio that not only reflects your lifestyle and aspirations but also supports your evolving needs over time.
Some of the most rewarding stories we hear come from clients experiencing major life changes, like switching careers or transitioning into retirement. These moments can bring uncertainty, but with KND Financial, you don't face them alone. We take the time to understand the nuances of your situation and walk with you through each step, offering steady guidance and tailored solutions that turn challenges into opportunities and support lasting financial well-being.

Kelley Braaksma, owner and managing investment advisor at KND Financial, has been building meaningful client relationships and personalized financial strategies since 1998. Fully licensed and deeply experienced in stock market analysis, Kelley is known not only for her financial acumen but also for her unwavering dedication to helping clients achieve confidence and long-term success in their financial lives.

Community:

Our involvement in the community gives us the opportunity to frequently connect and serve with our colleagues and business partners:

Member Financial Services Institute

Member Temecula Valley Chamber of Commerce

Member Professional Women's Roundtable