Keli Hazel, Behavioral Financial Advisor BFA, CPA

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Description

GEORGIA: Fayette County, Henry County

I am a Financial Planner, CPA, and BFATM (Behavioral Financial Advisor) with a passion for helping people achieve their financial objectives by first understanding their values and goals. As a licensed Registered Representative and CPA, I bring a tax-efficient approach to my clients’ financial circumstances and help them create a secure future that is in alignment with their values. With my perspective as a Behavioral Financial Advisor, I help clients focus on value-based decision making and consider the impact of emotions on financial choices and goals.

More about me: My values are Integrity, Faith, Family, Health, and Meaningful Work. I am a giver by nature and an educator at heart. I believe in providing my clients with full transparency and a dose of tough love when needed. My desire is to help couples navigate the chaotic waters of divorce and this life changing event with grace, dignity, and no regrets.

Would you like to discover how you can accomplish this while saving money and time during your divorce? I have worked with women, men, and couples as a financial neutral to assist them in accomplishing an amicable divorce and offer discovery meetings to see if we'd be a good fit to work together.

Although your life may be starting to look different than what you imagined, your financial security doesn’t have to. Change can be confusing and a bit scary since it brings in a level of uncertainty. How would you like to have a trusted partner that has been in a similar situation that can walk you through the process and help you gain the confidence you need for this next chapter of your life?

I believe I am that trusted partner with the tools and resources you need. Having gone through a divorce myself, my passion is to help, educate, and walk along this journey with you. Not only will I be with you as we create a financial plan suited to your goals, I also have a vast network of colleagues to help with all the steps along the way of your suddenly single journey. This includes taxes, refinancing your house, selling your house, health insurance, Medicare options, finding an attorney, and more.

You can read about my journey through divorce in my book, Unforeseen Exit: When You Find Yourself Facing Divorce & Suddenly Single. Throughout the book are tips and tools to help you every step of the way, so you can pursue your best self personally and financially.

Please contact me with any questions you have and visit my website to learn more about my services. I look forward to meeting you!

My licenses and certifications include:

 Series 7 – Full Registration / General Securities Representative

Series 66 – Uniform Securities Agent State Law Examination

Life and Variable Annuities license (FL and GA)

Certified Public Accountant

Behavioral Financial AdvisorTM

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

 

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Keli Hazel

Posted 6 months ago

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Business Hours
Closed Now

  • Monday
    09:00 am - 05:00 pm
  • Tuesday
    09:00 am - 05:00 pm
  • Wednesday
    09:00 am - 05:00 pm
  • Thursday
    09:00 am - 05:00 pm
  • Friday
    09:00 am - 05:00 pm
  • Saturday Closed
  • Sunday Closed

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