43537 Ridge Park Drive, Temecula, CA 92590
(951) 317-0530
kbraaksma@sagepointadvisor.com
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

Creating personalized individual and business financial plans for 20 years

At KND ~ It’s all about YOU…

Your goals and concerns are always heard and understood

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

You work hard for your money… Let us make your money work hard for you!!!

About ~

KND Financial is your local, independent and experienced wealth management and financial advisory firm. As business owners in the community for over 20 years, we realize that companies and individuals are focused on earnings and providing for their families.

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

Creating personalized individual and business financial plans for 20 years

At KND ~ It’s all about YOU…

Your goals and concerns are always heard and understood

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

You work hard for your money… Let us make your money work hard for you!!!

About ~

KND Financial is your local, independent and experienced wealth management and financial advisory firm. As business owners in the community for over 20 years, we realize that companies and individuals are focused on earnings and providing for their families

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 ~

Getting Help from a Financial Professional

Getting Help from a Financial Professional

Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you're on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging...

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 should also...

529 College Savings Plans

529 College Savings Plans

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

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 ~

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...

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...

Retirement Plans for Small Businesses

Retirement Plans for Small Businesses

If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future. Tax advantages A retirement plan can have significant tax...

Send us a message ~

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Please let us know how we can provide great service to you!  We try to respond to all inquiries within 24 hours.

Locations ~

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

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

kbraaksma@sagepointadvisor.com