Kelly Markowitz, CFP®

Wealth Advisor

Wealth Advisor

Kelly is a Wealth Advisor at Orion Capital. For more than 15 years she has provided comprehensive financial planning and investment management services to a diverse range of clients.

She is dedicated to empowering her clients by making complex financial principles easy to understand, thereby relieving stress around investment decision-making. Kelly works with individuals and business owners to address their unique financial planning needs. She provides guidance on retirement income strategies and wealth preservation, helping those planning for, or living in, retirement to achieve financial security and peace of mind.

Kelly also has a special affinity for assisting women executives, widows and divorcees in managing their wealth, providing them with empathy and understanding during critical financial transitions.

As a CFP® professional, Kelly adheres to the highest standards of professionalism and ethics in the financial planning industry. This designation signifies her expertise in financial planning, risk management, investment strategies, and retirement planning, ensuring that her clients receive well-rounded and informed advice. Additionally, Kelly holds her Series 7 and 66 registrations with LPL Financial, as well as her California life, accident, and health insurance license.

A Southern California native, Kelly resides in Agoura Hills with her husband, twin boys and daughter. She is an active member of her community, and volunteers at her children's school and on their sports teams. As an outdoor enthusiast, she enjoys hiking, skiing, and backpacking in the Sierras, as well as indulging in her love for travel and cooking. Kelly values spending time with her family, reflecting her commitment to balancing professional success with personal fulfillment.