Kelly McCann

Kelly witnessed the power of a strong work ethic and a client-first approach to business while growing up in her entrepreneurial family’s fourth-generation car dealerships. Early on, she recognized the value of providing personalized care to clients and building lasting professional relationships. She carried these principles into the first half of her career in the automotive industry and now brings them into her role as a wealth advisor. During her automotive career, Kelly experienced the 2007 economic crisis up close, learning how quickly financial stability can shift without proper planning—an insight that now drives her passion for helping clients achieve long-term financial security.

At Crestview Capital Management, Kelly combines her experience in luxury retail and finance with a client-first approach. As a former Brand Ambassador and Experience Manager for Porsche, she worked closely with high-net-worth individuals, building lasting relationships and delivering personalized, memorable experiences.

Today, Kelly applies these strengths to wealth management, specializing in working with clients who have access to self-directed brokerage accounts through employer retirement plans, such as Fidelity BrokerageLink and Charles Schwab Personal Choice Retirement Account (PCRA). She and her team are skilled at helping clients manage concentrated stock positions by utilizing tax-efficient hedging and downside protection strategies that align with their financial goals. Kelly's approach empowers individuals and families to make informed, strategic decisions that build long-term financial security and support their retirement objectives.

Kelly takes a holistic, relationship-driven approach to financial planning, ensuring that each client’s financial picture is fully reviewed. She helps individuals identify their strengths in current retirement planning while uncovering risks and opportunities that may be overlooked.

Splitting her time between Bellingham, WA, and Thousand Oaks, CA, Kelly enjoys the natural beauty of the Pacific Northwest but loves returning to California to soak up the sunshine and spend time with family. In her free time, you may find her working on woodworking projects with her significant other, Andrew, or playing at the beach with her dogs, Milly and Smooch.