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”.