Private Ocean Wealth Management, headquartered in San Rafael, recently named Kelly Keydel the Managing Partner of its Seattle location. Kelly Keydel was a founding partner and co-owner of Lakeview Financial Group prior to the merger with Private Ocean. In addition to her MBA and her CFP® designation, she also holds a Certified Divorce Financial Analyst (CDFA®) designation and works with many women and couples going through life transitions.
Private Ocean Wealth Management
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