kelly 150x200 4 11 17Kelli Pluta, CFP®

Paraplanner

Kelli joined Quest in 2016. She focuses on updating financial plans, updating asset allocation, and preparing for client meetings. Kelli’s emphasis on precision is a vital part of helping to ensure that clients reach their financial goals after a plan is put into place.

Education and Professional Credentials
  • Bachelor of Business Administration in finance, minor in Spanish and Hispanic studies, Texas Christian University
  • Certified Financial Planner™ professional
  • Series 6, Series 63, Texas and Federal Insurance Licenses
Out of the Office

Kelli fills her weekends with live music and traveling. She enjoys the great outdoors, hiking, and going for runs with her Labrador Retriever, Cheese.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.