Beacon Financial Planning of Cape Cod Welcomes Kelli Grew, CFP

Hyannis firm's team continues to grow...
Kelli Grew has joined Beacon Financial Planning of Cape Cod, Inc. (Courtesy photo)

Hyannis, MA - Beacon Financial Planning of Cape Cod, Inc, a local, FEE-ONLY, independent advisory firm, announced the addition of Kelli Grew to their team.  Kelli joins the team as a CERTIFIED FINANCIAL PLANNER™ to support our existing and growing family of clients.

Kelli is a native of Cape Cod but left the area to pursue a bachelor’s degree with a dual concentration in Finance and Management from the University of New Hampshire.  In her previous role, she worked as a financial advisor on the Wealth Management team at a large CPA firm out of Westborough, MA.

Michaela Herlihy, President of Beacon Financial Planning of Cape Cod, Inc stated, “Kelli’s commitment to being a fiduciary to clients and help them reach their goals make her a wonderful addition to the BFPCC team.  We have been looking for a CFP® of Kelli’s caliber for a long time and are thrilled she has found a home here.”

Kelli said, “I love delivering highly-personalized service and building long-term relationships with clients.  Helping people navigate a full range of services, including one-on-one investment guidance, wealth management, and income strategies is a great responsibility and honor. I’m truly excited to be back on the Cape working with the folks in this community as they strive to achieve their financial goals.” 


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