NACFF was created to provide all the information, tools, and resources needed for financial professionals to ensure they are compliant with the new fiduciary rule.
Kay Carreon, is a Certified Financial Education Instructor, Bachelor’s Degree in HRM & Certificate in Management Development for Entrepreneurs in UCLA.
CEO and Financial Consultant of REACH Consulting Services.
Kay's intensive experience in Sales in Marketing for over 23 years and transitioned to Financial Consulting.
Kay experienced a Life event that changed her life and led to Financial Literacy Advocacy. She became an independent financial consultant in 2010 where she independently started her own wealth management team in San Diego and now a National Broker.
She specializes in financial consulting, wealth management and support estate planning; executive planning, and corporate executive compensation programs; she also establishes foundations and manages family offices. Working with attorneys and CPAs, she coordinates a team approach to assure her first and foremost concern, the client’s overall financial well being.
Kay and her family reside at beautiful San Diego, where she enjoys cooking/baking, gardening, and spending time with her two daughters, Karyn and Kamryn.