With more than 20 years of experience in the financial services industry, Kelley Long is an independent financial coach and workplace financial wellness consultant. In her role, Kelley works with employers both to establish financial wellness programs and resources for employees as well as providing financial coaching services through employee webcasts, workshops and one-on-one financial coaching. Kelley’s most recent role was Senior Financial Planner, Personal Financial Coach and lead content manager for financial wellness provider Financial Finesse.
Kelley holds a B.S. in Accountancy from Western Michigan University, where she was a Medallion scholarship recipient and magna cum laude graduate of the Lee Honors College. She’s a licensed CPA in Arizona, Illinois and Ohio and holds the Personal Finance Specialist credential, a designation only available to CPAs who’ve demonstrated an expertise in personal finance and granted by the American Institute of CPAs (AICPA). She’s also a CERTIFIED FINANCIAL PLANNERTM professional but does not hold any securities licenses or registrations in order to remain completely unbiased in her financial wellness coaching with individuals and employees.
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