Kelly Anselmo

California State Icon Torrance, California
Senior Client Relationship Associate
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About Kelly

Kelly Anselmo is a Senior Client Relationship Associate at EP Wealth Advisors in the Torrance Office. Kelly brings over 18 years of experience in the financial services industry. After earning a degree from UCLA, she dreamed of setting off to the Big Apple with hopes of joining the trenches at the stock exchange. Preferably, she began working at Drexel Burnham in trading and several years later landed at Trust Company of the West in Los Angeles. After taking time off to raise 3 daughters, Kelly returned to the industry at FMB Wealth Management specializing in client service and operations. During her career in wealth management she has earned a reputation for establishing long-term relationships with clients built on trust, integrity and care. Most weekends Kelly can be found hiking in the Santa Monica mountains or enjoying a science fiction or fantasy adventure novel.

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Education

University of California, Los Angeles

How can Kelly help?

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