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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.

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Kelsey Anderson, CF2

K

Kelsey Anderson

Certified Financial Fiduciary®

San Diego, CA
NACFF – Certified Financial Fiduciary®
Certified Financial
Fiduciary® (CF2)
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NACFF Certified Financial Fiduciary®
Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2201235

About Kelsey Anderson

Kelsey Anderson is a highly skilled Wealth Manager at Monarch Wealth & Retirement Strategies, dedicated to helping individuals and families achieve financial security and long-term prosperity. As a Certified Financial Planner (CFP®), Kelsey brings a deep understanding of financial principles and personalized strategies to her clients.
With expertise in cash flow planning, tax minimization strategies, and building and preserving generational wealth, Kelsey takes a comprehensive approach to financial management. She is committed to crafting tailored solutions that align with each client’s unique goals, ensuring financial stability and strategic growth for current and future generations.
At Monarch Wealth & Retirement Strategies, Kelsey leverages industry-leading insights and a client-first philosophy to empower individuals in making informed, confident financial decisions. Her dedication to excellence, integrity, and proactive planning has positioned her as a trusted advisor in the wealth management space.

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