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Overcoming Financial Obstacles with Guest, Kelly Nilsson, CFP®, CDFA®, JD


Overcoming Financial Obstacles with Guest, Kelly Nilsson, CFP®, CDFA®, JD Fiduciary Financial Planner | Brava Financial, LLC and Host, Hirsch Serman on the Financial Wellness Show. www.NEWStreamingNetwork.com A bit more about Hirsch...​ Host, of The Financial Wellness Hour on WGSN-DB Going Solo Network (www.goingsolomedia.com) LIVE - Bi-Weekly Tuesdays at 10 am ET on WGSN-DB FB and YouTube. Hirsch Serman, MBA, CPA & CDFA® founded Lifecycle Financial, LLC through his personal experiences related to divorce and the struggles of an aging parent after the sudden loss of her husband. He has worked in finance for over 20 years (including financial planning and tax) and has taught on the university level, presented at national conferences, as well as conducted seminars for high school youth on personal finances. Hirsch is a member of the National Association of Divorce Professionals (The NADP), the American Institute of CPAs (AICPA), and American Association of Daily Money Managers (AADMM). Hirsch has been featured by several media outlets relating to work in and articles on Divorce, including: Inc., The Divorce Coaching Hour Radio show, DivorceMoms.com, DivorceMag.com, The New Southern, Funding Sage, and others. He was selected to be a New Orleans Entrepreneur Week Fellow. Hirsch has a passion to serve others and has worked with numerous non-profit boards including the United Way and is a trustee of Texas College.​ Hirsch Serman, MBA, CPA (312) 985-6648 Hirsch@lifecycle.financial A bit more about Kelly... Kelly has 30 years’ experience within the financial services industry. She is a proud graduate of Mount Holyoke College where she earned her Bachelor of Arts degree in International Relations. Furthering her education and financial expertise, she obtained her CFP® designation in 2003. In September 2018, Kelly was awarded a Juris Doctor from St. Francis School of Law. Shortly thereafter, in February 2019, she sat for the California Bar exam, which she passed. Outside the scope of finance, Kelly is very active in her community. She is a member of several organizations that focus on the well-being and empowerment of women and girls such as American Association of University Women and the Mount Holyoke Club of San Diego. Kelly resides in San Diego with her husband Martin and their son Sebastian. Her hobbies include yoga, running, gardening, spending time with her family. Contact Kelly Nilsson: www.bravafinancialplans.com Email: Kelly@BravaFinancialPlans.com Call: 619-929-0056 Text: 619-762-4664 Brava Financial, LLC 415 Laurel Street, PMB #207 San Diego, CA 92101

 

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