About Us

Amber Kelly helps guide individuals’ and families’ retirements with clarity, purpose, and confidence. Inspired by personal family experience and drawn to the problem-solving nature of financial planning, she brings a calm, strategic mindset to every client relationship. Amber leads initiatives that support women through life transitions and empower them to make informed financial decisions.

Amber develops custom strategies built around each client’s values, goals, and lifestyles. Her approach reflects a simplified way to plan for retirement, cutting through complexity while still honoring the emotional and personal sides of financial decisions. Clients often say they feel heard and supported through every step of the journey, knowing they have a dedicated advisor who’s truly looking out for their best interests.

Amber began her career after earning a bachelor’s degree in economics and finance. Today, she holds the Series 7, Series 65, and Life & Health Insurance Licenses, as well as the CERTIFIED FINANCIAL PLANNER^® and Chartered Financial Consultant^® designations. She is an active member of the Financial Planning Association (FPA) and has completed over 100 hours of pro bono financial planning through the CFP^® Board.

A South Florida resident for over a decade, Amber values the deep connections she has built within her community and is passionate about forming lasting relationships with those she serves. Outside of work, she enjoys fitness, travel, and spending time with her husband Kyle, their three daughters Braylin, Harper, and Emmy, and their dog Chase.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

The ChFC^® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. 

Kyle Kelly leads with a client-first philosophy rooted in trust, understanding, and personal connection. His passion is helping people feel heard and supported, ensuring they always have a trusted guide to rely on throughout life’s financial decisions. This dedication reflects not just on his professional knowledge but also his genuine care for the individuals and families he serves.

Kyle’s story is one of transformation and dedication, marking him as a trusted advisor who not only understands the value of hard-earned money but cherishes the opportunity to make a lasting difference in the lives of those he serves.

He has a strong background in financial planning, investment strategies, and insurance planning. He holds the Series 7 securities license as well as a Florida 2-15 insurance license equipping him to provide thoughtful guidance and proactive advice that keeps clients’ financial plans aligned with their goals.

Originally from New Jersey and raised in New Hampshire, Kyle attended Framingham State University in Massachusetts, where he also played on the football team. A lifelong sports fan, he has a particular love for baseball sparked by stories of his grandfather, Bob Kelly, who pitched for the Chicago Cubs, Cleveland Guardians (then Indians), and Cincinnati Reds in the 1950s.

Kyle now calls Weston, Florida, home, where he lives with his wife, Amber, and their three daughters: Braylin, Harper, and Emerson. Beyond his professional work, Kyle is active in his community through local volunteer initiatives, enjoys staying active through regular workouts, and loves spending time outdoors with his family and their energetic dog, Chase. These personal passions reflect the same dedication and care he brings to his clients—striving to create a balanced, purposeful life both at work and at home.