Located just south of San Francisco, overlooking the San Francisco bay, I focus on working with small- and mid-sized businesses, successful tech and biotech professionals, executives and families with complex financial needs. In partnership, we follow a process that connects every aspect of your financial picture to help you achieve your goals and navigate through all stages of life.
What do you value most? Partnering together, I can help you create a bridge between your values and achievement of your financial milestones. For 20 years at Edward Jones, I have been passionate about developing a deep understanding of my client's most important financial and life goals.
I want to understand what's important to you, build personalized strategies to help you reach your goals and partner with you throughout your life to keep you on track. My team is dedicated to providing you with top-notch client service.
During these uncertain times, we're here for you – ready to listen, support and navigate this together. We care about your physical health and your financial health. And just like you, we're keeping up with the latest market updates and the impact on our communities. Through virtual meetings, we continue to connect with you and your family.
But we're not alone. Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help develop a complete, tailored strategy to help you achieve your financial goals.
A native Southern Californian and a graduate of Stanford University, I've lived in San Francisco for 20 years. I find joy in sharing in the success of my clients and spending time with my husband and three busy children.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Employee Stock Options
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
Phone NumberKelly A Cunningham at (650) 355-2505
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More