Kara Kelly, CFP — Senior Managing Director, Wealth Management · Westfuller

Kara Kelly, CFP — Senior Managing Director, Wealth Management · Westfuller · San Francisco Bay Area.

Direct contact

No direct contact on file for Kara yet.

About

Kara Kelly is a Wealth Manager at Westfuller, focused on financial planning within mission-aligned wealth and investment advisory services. Her earlier work includes leadership roles at Accenture and Korn/Ferry and co-founding Lure. Her professional interests include business transformation, growth strategy and community organizations.

Experience

Wealth ManagerCurrent
Westfuller
2021 – Present
Focus on financial planning for Westfuller’s comprehensive, mission-aligned wealth and investment advisory services.
Co-Founder
Lure CBD Wellness · United States
2020 – 2025
Founded by women for women but made for everyone, Lure was inspired by the Jean Houston quote, “the soul is the essence of who and what we are, it is the Lure of our becoming,” we believe the soul represents the best in all of us and less pain, less stress, and more pleasure are the foundations for a beautiful life. We launched Lure in August 2020 with our signature tincture. Since then we have added products that nurture the mind, body and soul. All our products are highly effective, organically and domestically grown, non-intoxicating, non-addictive, and plant-based. We can be found online at thelurelife.com, on madewell.com and through a growing list specialty boutiques in the US.

Education

University of Virginia Darden School of Business — MBA
Harvard Business School — Disruptive Strategy with Clay Christensen, Business Strategy · 2016 – 2016

Skills