Kelley discusses various topics related to financial planning and investing. The conversation covers the importance of diversification, the role of a financial advisor, common misconceptions, and red flags to watch out for when choosing a financial professional. Kelley emphasizes the need for a personalized approach to financial planning and the importance of communication and transparency in the advisor-client relationship.

Reach Kelley at 800-810-8060.

California Wealth Advisors

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