43537 Ridge Park Drive, Temecula, CA 92590
(951) 317-0530
 
5411 Aveninda Encinas, Suite 180 Carlsbad, CA 92008
(760) 618-1099

43537 Ridge Park Drive
Temecula,CA 92590
(951) 317-0530

5411 Aveninda Encinas, Suite 180
Carlsbad, CA 92008
(760) 618-1099

We’ve been creating personalized individual and business financial plans for over 20 years

  • Customized risk tolerance assessments
  • Tailored investment portfolios
  • Maximized returns/ minimized tax burdens

KND Financial is your fully licensed, independent and experienced wealth management and financial advisory firm. As business owners in the community, we realize that companies and individuals are focused on earnings and providing for their families.  You work hard for your money… Let us make your money work hard for you!!!

About ~

Kelley Braaksma has been assisting individuals and businesses to develop their financial plans since 1998. Early in her career she was an analyst for her own registered investment advisory firm. She has a profound understanding of technical analysis of the stock market.  Today, she is the owner and managing investment advisor representative of KND Financial.

Qualifications and Background:

  • Owner/Financial Advisor/Wealth Manager KND Financial
  • Financial Advisor/Investment Advisor Representative ICM/SagePoint Financial, Inc. 2010-present
  • Vice President/Investment Advisor Representative Turning Points ATS, Inc. 1998-2009
  • Bachelor’s Degree in Organizational Leadership, Azusa Pacific University
  • FINRA Series 7, 66, 65, 63 registrations
  • California Insurance Life and Health License #0G83760

Check the background of this financial professional on FINRA’s BrokerCheck

Community:

Our involvement in the community gives us the opportunity to frequently connect and serve with our colleagues and business partners:

  • Member Financial Services Institute
  • Member Temecula Valley Chamber of Commerce
  • Member Small Business Referral Group
  • Member Women’s Professional Roundtable

We’ve been creating personalized individual and business financial plans for 20 years

  • Customized risk tolerance assessments
  • Tailored investment portfolios
  • Maximize returns and minimize tax burdens

KND Financial is your fully licensed, independent and experienced wealth management and financial advisory firm. As business owners in the community, we realize that companies and individuals are focused on earnings and providing for their families.  You work hard for your money… Let us make your money work hard for you!!!

About ~

Kelley Braaksma has been assisting individuals and businesses to develop their financial plans since 1998. Early in her career she was an analyst for her own registered investment advisory firm. She has a profound understanding of technical analysis of the stock market.  Today, she is the owner and managing investment advisor representative of KND Financial.

Qualifications and Background:

  • Owner/Financial Advisor/Wealth Manager KND Financial
  • Financial Advisor/Investment Advisor Representative ICM/SagePoint Financial, Inc. 2010-present
  • Vice President/Investment Advisor Representative Turning Points ATS, Inc. 1998-2009
  • Bachelor’s Degree in Organizational Leadership, Azusa Pacific University
  • FINRA Series 7, 66, 65, 63 registrations
  • California Insurance Life and Health License #0G83760

Community:

Our involvement in the community gives us the opportunity to frequently connect and serve with our colleagues and business partners:

  • Member Financial Services Institute
  • Member Temecula Valley Chamber of Commerce
  • Member Small Business Referral Group
  • Member Women’s Professional Roundtable

Resources For Individuals ~

Creating an Investment Portfolio

Creating an Investment Portfolio

You've identified your goals and done some basic research. You understand the difference between a stock and a bond. But how do you actually go about creating an investment portfolio? What specific investments are right for you? What resources are out there to help...

Understanding Social Security

Understanding Social Security

Approximately 67 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social Security, 2018) Although most people receiving Social Security are...

Understanding IRAs

Understanding IRAs

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a 401(k) or other plan at work, you might also consider...

The ABCs of 529 Plans

The ABCs of 529 Plans

529 plans are tax-advantaged education savings vehicles and one of the most popular ways to save for education today. Much like the way 401(k) plans revolutionized the world of retirement savings a few decades ago, 529 plans have changed the world of education...

Types of Life Insurance Policies

You know that you need life insurance. However, with the wide variety of insurance policies available, you may find choosing the right one difficult. It's really not as confusing as it seems, however, once you understand the basic types of life insurance policies....

Resources For Businesses ~

Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

In general, the amount of employee compensation that can be taken into account when determining employer and employee contributions is limited to $280,000 in 2019. If you are self-employed or own a small business and you haven't established a retirement savings plan,...

Business Succession Planning

Business Succession Planning

When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan to go into effect during your lifetime or at your death? Should you transfer your ownership interest to...

Designing a Benefit Package for Your Small Business

Designing a Benefit Package for Your Small Business

If you're a small business owner, you face many challenges in growing your company. One of them is recruiting and retaining the best talent for your needs. When your primary goals are managing costs and increasing revenue, how do you sufficiently entice new recruits...

Send us a message ~

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Locations ~

43537 Ridge Park Drive
Temecula, CA 92590
(951) 317-0530

5411 Aveninda Encinas, Suite 180
Carlsbad, CA 92008
(760) 618-1099