Kelly Valenzuela
Relationship Manager

Contact Me

Kelly Valenzuela is the Relationship Manager for Beacon Pointe’s Greenwood Village, Colorado office where she coordinates day-to-day client service activities. Kelly has spent 25 years in the financial services industry with a strong focus on client service and operational excellence. Prior to joining Beacon Pointe, Kelly spent 15 years as the Operations Manager for The Retirement Planning Specialists (which merged with Beacon Pointe in 2021). Before that, she worked in a variety of other roles including stints at Van Kampen Funds (now Invesco) and in the sports disability insurance industry. A native of Houston, Kelly attended Texas State University and has lived in Colorado for 15 years. Outside of the office, she enjoys photography, camping, swimming, live music, and spending time with her daughter and dog in the abundant Colorado sunshine.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...