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