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Maryann Kelly is a Vice President of Wealth Management for a multinational corporation. She is an investment advisor for high net worth individuals seeking investment and financial planning advice.

Maryann received her Bachelors of the Arts in Economics from the University of California at Los Angeles. Subsequently, she worked as a tax accountant with Deloitte Touche. After receiving her Doctor of Jurisprudence from the University of Southern California (USC), she became a member of the California bar in 1989. She then practiced law at Loeb and Loeb.

As an attorney and former tax accountant, Maryann has been able to combine her experience to work with her clients as an educator, advisor and collaborative team member serving often as a Private Family CFO. She takes extraordinary pride in being part of the effort to coach her clients to reach their financial goals. Most of her clients are highly successful female professionals who have chosen the path less taken.

Maryann dedicates time to various boards to facilitate attainment of financial goals and fundraising efforts. She frequently writes articles for financial publications and conducts quarterly educational seminars for her clients. She has served several consecutive sessions on the Board of Women in Film, and KCRW. She is also active with the education and support of disabled and developmentally challenged children.

Maryann is divorced, and having fun dating while raising her two sons in Los Angeles.

Recent posts by Maryann Kelly

Maryann Kelly • 5/08/2008
For those of you making even a little bit more than you need for your fixed...
Maryann Kelly • 5/04/2008
In my first article, I discussed the importance and inevitability of...
Maryann Kelly • 4/29/2008
Budgets are like diets...difficult to maintain and backfire resulting in...
Maryann Kelly • 4/21/2008
From Elaina Goodman: Even though I'm constantly struggling, I don't want my...
Maryann Kelly • 4/17/2008
One of my favorite clients recently said to me, "You have to have fabulous...
Maryann Kelly • 4/14/2008
Let’s face it — money can cause emotions to soar and plunge. Yet...
Maryann Kelly • 4/08/2008
I am not a fan of eating out. It is expensive, bad for your health, and not...