Kelly Woo is a Co-Founder and Principal at Profectus Financial. She has been in the financial services industry since 2006 and has been successful at consulting both business and individual clients with their retirement, investment and tax saving strategies.
Over the span of her career, Kelly has earned top marks in the financial world. She started her career as an award-winning personal loan consultant for Countrywide Financial and then to New York Life as one of the top financial services professionals with the company. Before co-founding Profectus Financial, she was a principle partner at RGL Group Financial, where she established her career in working with successful business owners, helping them to develop tax efficient pension plans. She has been a member of the Million Dollar Round Table association since her career as a financial services professional began and currently holds a TOP of the Table MDRT membership, which is the highest ranking accolade in the association. She is also a CERTIFIED FINANCIAL PLANNER™. As a CFP®, Kelly has remained committed to growing her knowledge of advanced financial markets, staying ahead of the changing trends and regulations, and always striving to improve, learn and grow for the benefit of her clients. Recognizing that financial planning is complex, Kelly has developed strategic partnerships with other professionals such as attorneys, CPAs, and risk management advisors to provide the most holistic solution for her clients.
In addition to her many certificates and recognition, Kelly was featured in the March/April 2017 issue of MDRT magazine for her outstanding success in financial services. In the article, MDRT recounts Kelly’s unique path from a loan officer to CFP, her journey through entrepreneurship, and her substantial command in advanced planning that earned her years of membership status with MDRT and Top of the Table. You can read Kelly’s MDRT article at www.mdrt.org.
Kelly graduated from the University of California, San Diego in 2004 with a Bachelor of Arts in Communications. She currently holds over seven different financial licenses and designations. She is a Korean-American and speaks fluent English and Korean. Kelly is currently living in Glendale with her husband and two sons.