Kelly Strand
Financial Advisor
1331 North California Blvd.
Suite 400/700
Walnut Creek CA 94596
(925) 988.2130
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
About Me
Welcome

One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Kelly Strand is registered to do business in AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MD, MO, NC, ND, NV, OH, OR, SC, TN, TX, VA, WA.