Kelly Holloway, CFP® | Advisor | Director of Client Engagement

Kelly joined PalomarWealth in January 2020. Kelly is committed to helping clients achieve clarity and confidence in their financial lives. She partners with individuals and families to systematically organize their finances, define their priorities, and build comprehensive, actionable plans for saving, investing, and long-term wealth management. With a keen focus on tax efficiency, Kelly works to ensure that clients keep more of what they earn by incorporating tax-aware strategies into every aspect of their financial plan. Kelly’s professional and collaborative approach ensures that each client receives personalized strategies and ongoing support, empowering them to make informed decisions and pursue their goals with confidence.

Kelly is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Chartered Financial Consultant® (ChFC®) designation.

Outside of the office, Kelly values time with her family and enjoys creating lasting memories through road trips. Over the past ten years, they have explored 21 national parks together. In addition to her love of travel, Kelly is an active participant in local theatre, bringing the same creativity and passion to the stage that she brings to her work with clients.

Kelly’s faith plays an important role in her life and work. Her favorite Bible verse, Philippians 4:6–7, serves as a reminder to trust in God’s provision and peace in every circumstance.

Education & Credentials

• B.S., Illinois State University
• Series 65 License
• CERTIFIED FINANCIAL PLANNER™ Professional
• Chartered Financial Consultant® (ChFC®)

Professional & Community Involvement

• Member, PalomarWealth Investment Committee
• Board Member, Trinity Lutheran Church Discipleship Board