Kelly Kisting

Kelly Kisting

Private Banker Client Manager at City National Bank Company

555 S Flower St, Los Angeles, California, United States
HQ Phone:
(213) 673-7700

General Information


Bachelor of Arts Degree ( B.A.  - Business Management , Whittier College

Masters of Business Administration Degree ( M.B.A.  - Chapman University


Representative  - Securian Financial Services , Inc.

Financial Planner  - Tax & Financial Group

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Kelly Kisting bio
Kelly Kisting (949) 223-8202 Kelly Kisting Kelly Kisting is a Paraplanner at Tax & Financial Group. As part of the Financial Planning Team, Kelly is responsible for plan creation, technical research, strategic overview and administrative client services. Prior to her current role on the Financial Planning Team, Kelly worked at City National Bank as a Credit Analyst in their Commercial Banking Department. Kelly earned a Bachelor of Arts Degree (B.A.) in Business Management from Whittier College. She has subsequently received a Masters of Business Administration Degree (M.B.A.) from Chapman University. Kelly has her Series 7 and 66 securities registrations and has also obtained her California Life and Health Insurance License. She is a Registered Representative and an Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC. Kelly resides in Huntington Beach with her husband, Jeremy and in her spare time, she enjoys watching sports and playing basketball and golf.

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