First Command Financial Advisor - Kayley Neri, RICP® Owner verified

About

Kayley Neri joined First Command Financial Services as a Financial Advisor in June 2017. As a military spouse, she understands the unique situations and circumstances that place pressure on military families and is committed to helping them discover the confidence and peace of mind that come from financial security.

A graduate of University of North Florida with a bachelor's degree in English, Kayley holds Series 7,66 securities licenses plus life and health insurance licenses in AZ,CA,CO,DC,FL,GA,KY,MO,NC,PA,SC,TN,TX,VA,WA,AA,AE,AP.

Understanding that the biggest obstacle to financial security for most people is their own behavior, Kayley serves as a personal financial coach to clients, continually reinforcing positive financial behaviors. She advocates time-tested financial principles, including disciplined, long-term saving and investing, careful debt management, and a thoughtful insurance strategy to manage financial risk. Kayley will work with you to establish specific, meaningful goals that are consistent with your values and then develop a personalized financial plan to guide your pursuit of those goals.

In her free time, Kayley enjoys, bike riding and hiking.

First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of "Coaching those who serve in their pursuit of financial security."

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