Kelly Woo, CFP®

Co-Founder, Partner of Profectus Financial

Kelly Woo is Co-Founder and Principal at Profectus Financial and has been in the financial industry since 2006.  She is an active Certified Financial Planner® and provides financial consulting in income tax deduction strategies, asset protection, estate planning and wealth management.  By combining traditional and non-traditional asset classes, Kelly is able to reduce overall risk and increase yields for client portfolios.

Kelly holds seven different industry specific licenses and designations.  By leveraging her experience and proprietary strategies that Profectus Financial offers, she has earned recognition by the financial adviser community including a full article in an industry standard magazine.  MDRT, an international organization for insurance and financial advisers, has given her Top of the Table status – top 2% worldwide ranking.  Kelly has been successful because she brings solutions to her clients that involve unique and desirable investment opportunities that provide a well balanced portfolio to secure clients’ wealth.

“I’m incredibly proud of our team here at Profectus Financial.  We have perfected a smooth and satisfying process that saves our clients hundreds of thousands of dollars a year; savings that simply cannot be found with other financial advisers”.

We focus our services around the unique needs of small business owners. As entrepreneurs ourselves, we have a distinct advantage to help you grow your success.

  • Tax Saving Strategies
  • Tax Planning
  • Retirement Planning
  • Business Consulting
  • Corporate Executive Solutions
  • Risk Management/Insurance Solutions
  • Employee Benefit Solutions
  • Alternative Investments
  • Estate Planning
  • Wealth Management

Useful Information for Your Reference

Please click on the links below to download copies of these documents.  For the most current passwords to access the documents, please reach out to Kelly@ProfectusFinancial.com.

Company Census – This Census is one of our primary tools to identify tax savings and investment opportunities.

Privacy Policy – Unsure how we handle client information?  This Privacy Policy details how we keep your information safe.

Kelly Woo MDRT Article – Who are we?  Check out this article on Kelly in an industry standard magazine.

Advanced Planning – What is Advanced Planning and how can it save you money?  Click this link to find out more!

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