"Managing your daily financial and medical matters"
Lyndell Kelly, owner of Kelly Money Management, LLC,
looks forward to helping her clients gain peace of mind and more
free time by providing personalized daily money management services
to people needing assistance with their daily money and medical
paperwork. Based in the Silicon Valley, Kelly Money Management
serves clients in Santa Clara and San Mateo counties.
Lyndell has an MBA in Finance and Marketing from UCLA Graduate School of Managment. After working in marketing management at Hewlett-Packard Company for close to 10 years Lyndell left the professional work environment to raise a family. For the past 15 years she has volunteered hundreds of hours managing the financial records as Treasurer of several PTA’s, Boy Scout Troops and Investment Clubs. She has also volunteered as an AARP Tax-Aide for the past 9 years preparing tax returns for Seniors and others in need of tax assistance
Lyndell draws upon her financial background, management experience and organizational skills to help her clients manage their finances, time, papers and priorities to gain control of their lives. She is caring and compassionate and has a natural talent for details and financial organization. She is a member of the American Association of Daily Money Managers and has pledged to abide by their Code of Ethics. Because each client’s needs are unique Lyndell works closely with each one to establish their needs and goals and then develops a personalized plan to achieve those goals and to provide peace of mind and more free time. All services are provided in strict confidence with the highest level of accuarcy and integrity.