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Maryann Kelly

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.

Maryann Kelly

Most Recent Articles

Get A Financial Reality Check

Sunday, 27 September 2009 20:53
Most of my friends know that 10 years ago I gave up drinking. I had to admit that I couldn't handle my alcohol and that this nice Irish girl would have to admit defeat.I'm so grateful that I was willing to give it up completely rather than try to…

3 Strategies To Avoid Holiday Overspending

Friday, 18 December 2009 09:08
Overspending, overeating and overdoing during the holidays is a problem for everyone — divorced or not. But for those of us living on one salary and supporting children, watching our spending is all the more crucial. Combine it with melancholy, …
One of my goals is to help you stay smart during and after your divorce. It may seem hard to believe now, but if you focus on the positive you will recover from your divorce. If you have children together, and the relationship…

Navigating A Turbulent Market

Monday, 21 January 2008 09:28
The stock market has been hit hard these first couple of weeks of 2008 and many economists agree that we are likely to experience negative returns for the next six months. This can be a scary time for investors and many get to a breaking point and…

Post Divorce Dating Rules

Tuesday, 31 August 2010 19:21
I wish I didn't have to give this speech. In fact, I wish I could just state the obvious that money and romance don't mix well. Sexual intimacy creates a vulnerable enviroment that prohibits rational thought.In fact, that's kind of my favorite part…

Economic Recession And Your Money

Monday, 28 January 2008 09:28
It's impossible to predict future economic events, even those that are right under your nose. Take economic recession, for example. I happen to think our economy is headed for negative earnings growth in the third quarter and that we'll experience a …

Staying Focussed On The Long Term Picture

Thursday, 24 March 2011 08:28
My best friend is French and very beautiful. Since we were 13 years old she could walk into a room and have every man desiring her.At 44 she still has the same power so when she gives me advice on men I tend to listen. I rarely have men fawning all…
Many women will receive one lump sum payment in a divorce settlement. After selling the house and dividing the savings, this payment often totals at least $50,000 and can climb significantly higher.But receiving a big chunk of cash at&
Even though I'm a financial advisor, I have to take rigorous steps to stay on course with my finances. Just like trainers must watch every bite and make sure they exercise each muscle group, I also have to work to stay in sound financial shape. As a …

Choosing Your Post-Divorce Pursuits Wisely

Friday, 03 December 2010 09:22
My pastor said something recently that really impressed me. He said tell me who your friends are, how you spend your time and what you read and I will tell you who you are.His point — time can be used to enrich and enhance your life or&

How to Curb Dating Expenses

Sunday, 09 May 2010 18:00
Dating is fun and good for you, but the cost can be significant, especially if you factor in the price of childcare.Dating after divorce should be something you look forward to and enjoy. In my case, because I had small children and was embarrassed…

Why You Should Make Nice With Your Ex

Thursday, 18 April 2013 13:49
Investing in your ex can pay huge dividends. Yes, you heard me right. Of course, I'm excluding any ex who was abusive or unsafe in any way, including one you still love.  My husband left, but I wasn't in love with him when we divorced. I didn't…

Should I Stay Invested In This Market?

Thursday, 06 March 2008 20:04
The date is March 6, 2008 and economic data has been overwhelmingly bad for the past six months. I was concerned about the housing issue for a year before it finally came to a crash and I believe we are still going to experience continued weakness…

How To Ask Your Ex For More Money

Friday, 17 February 2012 06:51
I know, I know—you're already saying, "My ex will never give me more. He is broke, he is cheap, and I never see him." But this approach is worth a try, and you have nothing to lose.The Bible has an interesting passage that basically states,…

Your Post-Divorce Earning Potential

Sunday, 25 April 2010 11:04
Truth be told, I hope most of you don't feel like scorned women. But rather dignified women whose marriages didn't work out. You're extraordinarily capable women who can rebuild your lives.When I got divorced with very little in the bank and a small …
When faced with divorce, how does a traditional SAHM (stay-at-home mom or wife) assess her financial value? And, more importantly, will the courts agree? The short answer to this question is that a good mother and…

Why Even Wealthy Divorcees Need To Work

Friday, 29 March 2013 12:52
People often ask me how I define a wealthy divorcee. Simply put, I consider someone wealthy if she could live off the interest of her investments without touching principal or selling any assets.  In practical terms, living…
As a financial planner, the most important figure I ask clients to estimate before they meet with me is the cost per month of comfortably supporting the family. Almost always, I have to increase that figure by 30 percent to arrive at the real…

What's Your Post-Divorce Financial Plan?

Saturday, 09 May 2009 17:57
I can remember exactly where I was and what I was doing when I first realized that one could keep a rational mind while facing divorce.It was a beautiful early Saturday morning and I was at the ocean, preparing for a morning workout with my trainer. …

Getting More Child Support for Your Children

Sunday, 06 December 2009 08:24
 In most cases, child support does not cover even half of the costs of raising a child properly. It leaves a huge gap for the mother to fill financially, and often the child suffers while the mom is filled with resentment. School resources are so …
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