Understanding Comes from experience

Kelly Callan Walens, CFP®, CRPC®

Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
610-832-3006

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Kelly is a Wealth Strategy Associate and has Bachelor's degree in Business Administration from Temple University.  She has been in the industry since 1988 and has her Series 7, Series 63, Series 65.   She achieved the CERTIFIED FINANCIAL PLANNER TM designation and Chartered Retirement Planning Counselor designation..  She lives in Collegeville, PA with her husband.


Registered States:
DE, FL, NC, NJ, NY, OR, PA, VA

Sharon A. Cain

Senior Client Service Associate
610-832-2767

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