Kelly  Braun

Kelly Braun

CERTIFIED FINANCIAL PLANNERâ„¢

Kelly Braun has been working with Jane since July 2015. Starting off as a marketing coordinator, Kelly developed the Plan to Prosper client education and appreciation programs, as well as Women & Wealth Lecture Series. In addition, Kelly is one of our clients’ main points of contact for account inquiries and trade requests. In addition, Kelly holds her FINRA Series 7 and 66 securities registrations. In 2020, she attended San Diego State University and obtained her Executive Financial Planner Certificate. Kelly now holds the CERTIFIED FINANCIAL PLANNERTM certification. She is passionate about assisting millennials with their financial goals whether it be helping with a budget, navigating through employer-sponsored retirement plans, or purchasing a first home.

Growing up in Coronado, Kelly was a competitive swimmer and water polo player. After graduating from Coronado High School, Kelly continued her education at UCLA while also playing NCAA Division I Water Polo. Kelly majored in political science, with an emphasis on American politics. After graduating from UCLA, Kelly continued her water polo career by playing semi-professionally in Sydney, Australia. Now officially retired from water polo, Kelly enjoys spending time with friends and family, cooking, and cheering on her San Diego Padres. Kelly currently serves on the Board of Directors for Coronado Historical Association.