Kelly Woo is a Co-Founder and Principal at Profectus Wealth Management, Co. She is a Certified Financial Planner™ who believes in working with other professionals to reach and accomplish goals while enjoying the progress along the way. She was a member of an international association for financial professionals called the “Million Dollar Round Table” and held the highest-ranked accolade called TOT (Top the Table MDRT) membership and was a speaker for the 2019 MDRT Global Conference located in Sydney, Australia. Kelly was also a winner of the 2019 CalCPA Women to Watch Award and one of the award winners for the 2020 Enterprising Women.
She was also a member of CalCPA (California Society of Certified Public Accountants) where she gave presentations to two local chapters about financial topics in 2018. She has been a member of NAIFA (National Association of Insurance and Financial Advisors) where she gave various educational presentations on different financial topics for other financial professionals in the industry. Recognizing the complexity of financial planning, she sees value in developing strategic partnerships with other experts in the industry (i.e., attorneys, CPAs, and risk management advisors), to provide a more holistic solution not only for her clients but for other professionals’ clients and their financial service needs.
Her expertise is in advanced pension planning, wealth management, alternative investments, and business insurance planning for protection needs. She focuses on servicing high net worth business owners with tax-saving strategies and individual clients with their retirement and wealth management. She is a firm advocate in creating a holistic portfolio with diversified asset classes to minimize risk and maximize returns for her clients. Her goal is to accomplish and progress, growing her company together with clients as is the name of the company “Profectus” in Latin. From the initial setup, execution, and management of the strategy implemented, she walks through each process with her clients with a genuine desire to provide the most pleasant experience and result for them.
She enjoys giving back to the industry as displayed through her involvement in television appearances, radio shows, newspapers, journal publications, and webinars making efforts to educate and instills awareness about the changes within the industry. Kelly has been a long-time columnist with The Korea Times, writing monthly on financially related topics for business owners and high-net-worth individuals. She is focused on empowering not only her clients but other financial professionals, through sharing her financial knowledge.
Before co-founding Profectus Wealth Management, she was a Principal Partner at RGL Group Financial where she began to work closely with business owners to provide help with tax reduction solutions. Prior to that, she was a personal loan consultant for high net worth individual clients at Countrywide Bank. Kelly is also a firm supporter of charity work. She encourages and supports her clients through the process of setting up their own private charitable foundations and legacy. She practices what she believes in and is a founder of her own charity foundation and continues to give back to other charities such as Food Bank, LiNK, local churches, and other organizations. Kelly is happily married with two lovely sons and lives in the greater Los Angeles area.