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Your Values. Your Vision. Your Goals.®

Kelly Nilsson, CFP®, JD

Planning Officer 

With nearly 30 years of experience in financial services, Kelly’s passion for the profession is exemplified by her attention to the details in each family’s situation and her follow through on every aspect of the issues at hand.

Kelly’s primary responsibilities include tracking the quality, performance and availability of various investment and insurance alternatives, as well as keeping the office in compliance. Kelly is also instrumental in researching the opportunities, risks and strengths of the various planning strategies and tactics in search of the best alternative to meet the needs of the families she serves.

In addition to her Certified Financial Planner designation, Kelly is a Registered Representative and a Registered Principal (Compliance Supervisor).

Prior to joining Superior Planning, Inc., Kelly worked for industry leaders MetLife, John Hancock and Manulife Financial. She graduated from Mount Holyoke College with a B.A. in International Relations. In 2018, she received her Juris Doctor from St. Francis School of Law.

When she is not working with the families engaged with Superior Planning, Kelly is active with several organizations that focus on the educational and economic empowerment of women and girls.

Kelly lives in San Diego with her husband, Martin, and son, Sebastian.

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