Certified Divorce Financial Analyst

About Us

Kelli Lanino, CDFAKelli is a member of The International Society of Female Professionals and the President of the Twin Forks Professional Women’s Circle as well as a Board Member for the Hampton Bays Chamber of Commerce. Kelli has over 20 years of experience in the investment industry, working her way up through the ranks to where she is now as a Financial Advisor and owner of KL Wealth Strategies. She works with her clients toward their short-term and long-term financial goals using both taxable and qualified accounts and a variety of investment vehicles.

Kelli believes that all parties in a divorce should come out with an equitable distribution, and explaining the difference between equal and equitable is just the beginning of the conversation. As a financial advisor Kelli has met with many clients who were thrown off track financially due to a divorce. Seeing this happen too many times is what drove her to become a Certified Divorce Financial Analyst. In this capacity she can closely examine the financial situation you’re in and show you, as a financial neutral, the various outcomes of your settlement. Regardless of your situation, careful preparation not only helps with the financial and emotional stress now but also for the long term.