With a rich background spanning nearly a decade in the financial services arena, Kelly Perkins brings a wealth of expertise to her role at Emerald Blue Advisors. Her journey commenced in 2008 with America's I.R.A. Centers, where she embarked on a path of continuous growth and excellence. Known for her unyielding commitment to professionalism, precision and punctuality, Kelly has consistently demonstrated an unwavering dedication to elevating client experiences.
As the first point of contact for Emerald Blue Advisors, Kelly plays a pivotal role in shaping the lasting impression our clients carry. Her role in client account management is more than a duty; it's a testament to her embodiment of our core values. With meticulous attention to detail, she ensures that each interaction is characterized by the same standards of excellence that define our firm.
Kelly's role extends beyond a title; it's a representation of our commitment to providing clients with a seamless and dependable experience. Her profound understanding of the intricacies of financial services, combined with her empathetic approach, make her an invaluable asset to both our team and our clients. Kelly's dedication aligns perfectly with our philosophy of client empowerment and engagement.
As the heartbeat of our operations, Kelly Perkins personifies the dedication and values that set Emerald Blue Advisors apart. With her expertise and unwavering commitment, she continues to shape a culture of excellence that resonates with clients, leaving an indelible mark on every step of their journey.
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Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and other jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. Licensed Insurance Professional, CA #0C25355.
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Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. ARE-14848 / 2023/17445275