Kelli Hernandez, CFP^®

Designations and licenses

Kelli is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Kelli provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Kelli served as a wealth plan specialist at a boutique firm in Houston.

Kelli has a bachelor’s degree in finance from Texas Christian University (TCU). She serves on a committee of the Houston Financial Planning Association.

Personal interests

Away from the office, Kelli enjoys hiking and camping with her Labrador retriever named Cheese, live music and traveling. Her favorite sports team is the Green Bay Packers.

Kelli’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.