Kelly McKay

Kelly began her finance career as a Client Relationship Manager for an independent financial planning firm in the Seattle area. After relocating to Honolulu, she spent several years in banking operations and now serves as the Office Manager at Clearpoint Financial. Kelly assists the team with employee education meetings and the coordination of ClearCoaching programs. She also plans special events and client training opportunities.

Kelly earned a Bachelors of Finance degree from University of Washington and also holds FINRA Series 7 & 66 registrations with LPL Financial, along with Life and Disability Insurance licenses. She lives in the Seattle area and enjoys traveling, the outdoors and Seattle sports!