About

Whether we are determining when to enter and exit positions in the stock market or establishing time horizon, KND Financial believes that timing is key to wealth management.

 

We realize that individuals and business owners are focused on doing their jobs. Our commitment is to help our clients optimize their income savings and reduce tax burdens. You work hard for your money... Let us make your money work hard for you!

 

We pride ourselves in offering our clients an independent and personalized style of investing so that clients feel heard and understood. Our objective is that you efficiently and successfully achieve your financial goals.

 

Some of our most rewarding client stories come from those who are changing jobs or retiring out of the workforce completely. These two life events can be a few of the most stressful that we'll ever encounter. KND Financial believes it really shines in this space, and has been able to assist many individuals address the uncertainty that comes along with these changes. We will gently walk you through every step of the way to help you bridge the gap and make it a smooth transition. Together with offering a one hour complimentary consultation and personalized risk tolerance assessments, our process allows us to meet you right where you are and capture your vision for this very important investment and asset.

 

 Kelley Braaksma is the owner and managing investment advisor at KND Financial. She has been assisting individuals and business owners to develop their financial plans since 1998.  Fully licensed, with an extensive background in stock market analysis, she has vast knowledge and experience in the financial services industry.

 

Qualifications and Background:

  • Owner/Financial Advisor/Wealth Manager at KND Financial
  • Financial Advisor/Investment Advisor Representative SagePoint Financial, Inc. 2010-present
  • Vice President/Investment Advisor Representative Turning Points ATS, Inc. 1998-2009
  • Bachelor's Degree in Organizational Leadership, Azusa Pacific University
  • FINRA Series 7, 66, 65, 63 registrations
  • California Insurance Life and Health License #0G83760

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 Women's Professional Roundtable