Kelli Kiemle, AIF®
Kelli Kiemle holds multiple roles with Halbert Hargrove. As Managing Director of Growth and Client Experience, she sets the tone for the quality and character of Halbert Hargrove's client service relationships. She also manages the associate wealth advisers and client service managers. Kelli is also responsible for overseeing the firm's wide-ranging marketing and communications initiatives, including their mentor program.
Based in the Long Beach office, Kelli enjoys the diverse challenges of her roles. She says it's very gratifying as a manager "to see people improve and excel at their job — moving outside of their comfort zone and experience being more capable than they imagined."
Kelli earned her Bachelor of Science degree in Business Administration-Business Communication/Marketing from the Marshall School of Business at the University of Southern California in 2006. She won the 2023 Women in Wealth Management’s Excellence in Mentorship & Allyship Award.
Married to Matt, Kelli is mom to Declan and Kayden and loves spending time with their dog, Brody.
Note: Women in Wealth Management’s Excellence in Mentorship and Allyship award was received on Nov. 15, 2023, based on submissions received by Aug. 5, 2023. It was provided by The Carson Group, and Halbert Hargrove did not pay for consideration.
Phone: 562.435.5657 | E-mail: kkiemle@hhga.com | Website: www.hhga.com
Facebook: www.facebook.com/kelli.kiemle | LinkedIn: www.linkedin.com/in/kellikiemle/
Latest articles by Kelli Kiemle, AIF®
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Want to Hire a Remote Financial Adviser? What to Consider
Working with a financial adviser who isn’t local isn’t as big of a deal as it used to be, but there are still some things to think about before diving in.
By Kelli Kiemle, AIF® Published
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How to Find a Financial Adviser
Choosing the right financial adviser for you is a very personal decision, not to mention critical for long-term financial success. Knowing where to look to find an adviser is key, too.
By Kelli Kiemle, AIF® Last updated
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Three Steps for Couples Navigating the Money Maze
Whether you’re combining your finances or keeping them separate, being on the same page and communicating often and regularly are key.
By Kelli Kiemle, AIF® Published
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Three Ways to Lessen Financial Stress and Create Work-Life Balance in 2024
With the new year coming up fast, now is the perfect time to look at automating some of your finances and looking for ways to invest in your own well-being.
By Kelli Kiemle, AIF® Published
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Looking at Being a Stay-at-Home Parent? Four Financial Factors
With childcare costs rising, more parents are considering staying home with the kids. To help with that big decision, here are some things to keep in mind.
By Kelli Kiemle, AIF® Published
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Six Ways to Improve Your Financial Wellness
August is Wellness Month, so now is the time to create some healthy financial habits for the short term and the long term.
By Kelli Kiemle, AIF® Published
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Three Ways to Teach Your Kids to Save Money
Starting early and practicing what you preach can help you raise disciplined savers despite today’s focus on fear of missing out (FOMO) and instant gratification.
By Kelli Kiemle, AIF® Published
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Seven Tips for Women Executives Who Want to Rise to the Top
Attitude is everything? You bet it is when it comes to making it to the top ranks of any company. These tips from a woman in the C-suite are for ambitious women in any industry.
By Kelli Kiemle, AIF® Published
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Financial Stages of Life: 4 Key Questions to Ease Transitions
We all have the same anxiety: Will I be OK? Regularly adjusting your long-term financial plans can help calm your fears.
By Kelli Kiemle, AIF® Published
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Fearless Conversations Can Help You Grow Your Money – and Your Relationships Too
personal finance Get over your discomfort, because even though talking about finances can be awkward, it’s worth it in so many ways.
By Kelli Kiemle, AIF® Published
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Which of the 3 Financial Phases Are You In?
personal finance Knowing which of the financial phases of life you are in can help you better plan to build, protect and enjoy your assets, no matter what your age.
By Kelli Kiemle, AIF® Published
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Yes, Our Parents Are Aging, But We Can Help
personal finance While we can’t stop time, we can help our parents prepare for their next phase with some honest talks. You’ll be glad you did, and you may even have some fun along the way.
By Kelli Kiemle, AIF® Published
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6 Things to Consider If You Are a Strong, Independent (and Single) Woman
personal finance Lessons from my own 20s as a single woman for help getting ahead financially, staying ahead and living the life that you really want.
By Kelli Kiemle, AIF® Published
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Helping Our Aging Parents Plan for a Well-Lived Future
retirement Check out some starting points for the frank conversations necessary to ensure your parents are on the right track with their finances and their legacy.
By Kelli Kiemle, AIF® Published
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Are Your Adult Children Living at Home?
personal finance How my parents’ wise rules (and kicking me out of the nest, but in a nice way, years ago) helped me become financially independent.
By Kelli Kiemle, AIF® Published
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Work-from-Home Survival Tips – Including Hacks for Handling Kids
work from home jobs A team of financial professionals weighs in on what works for them personally to stay productive and sane in the era of COVID-19.
By Kelli Kiemle, AIF® Published
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The New Mom's Guide to Transitioning Back to Work
retirement The best time to start preparing for your return to the office is long before your maternity leave is over. Take these seven tips to heart to help smooth your transition.
By Kelli Kiemle, AIF® Published
retirement