From the Desk of Kelli...

From the Desk of Kelli…

2 Years of What?

It has now been 2 years since we opened the doors to Longevity Wealth.

No congratulations are due, but instead admiration for those that paved the way for me to become a female financial planner and wealth manager. There are several brilliant minds who encouraged me to continue my quest to help clients that expect and deserve a “different type of planning”. Those that did, didn’t try to force me into their box, but instead encourage me to develop and share my strengths.

Our Lives are ever changing.

Regardless of our age, there is tremendous value in our experiences gained with each season of our lives- good and bad. Don’t be afraid to continue to grow, fail, learn, then share. Others are depending on it.

Although the last 2 years has been incredibly fulfilling and wonderful, I know that I am nowhere near a pinnacle. I will always work to refine our definition of what we do and encourage others to follow my path, or whatever path they see themselves growing into; becoming one of…; or simply becoming better at….

Cheers to 2 years of work I love, my partner Chantal and to all my clients that put their trust in Longevity Wealth.

Live on and Live Well-


Continuing our celebration – We love our clients!

Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261