Kelli Poremba, Financial Advisor located in Dallas, TX

Financial Advisor
Kelli D Poremba

CFP®, AAMS®
3100 Monticello Ave Ste 860, Dallas, TX 75205opens in a new window
Accepting New Clients
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Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • LGBTQ+ Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Music
  • Reading
  • Traveling
  • Art & Theater

Team Members

  • Spencer Long
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(972) 503-1217

Fax

(877) 222-6764

Office Address

3100 Monticello Ave Ste 860
Dallas, TX 75205opens in a new window

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