Kelly Valenzuela
Relationship Manager

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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.


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