Kelly Zitting is focused on helping his clients provide for and protect those they love, and he cherishes the responsibility he has to his clients. In fact, many aspects of his life prepared him for his role as an insurance advisor and fiduciary. Kelly grew up on a 2,000-acre farm in Southern Utah which taught him the value of hard work.
Kelly graduated from the University of Utah with degrees in accounting and finance. After 9-11, he joined the Army Reserves and deployed twice with the Army to the Middle East. He is still in the Army Reserve. He began his career in financial services at Fidelity Investments, where he worked for seventeen years. Kelly received his CFP® designation from Boston University in 2010.
Working With Kelly
Caring is the most important thing Kelly does for his clients. He is there when they need to talk. He guides them in making wise decisions in their financial lives, making sure their plan covers them for anything life can throw at them.
Kelly started his career at Fidelity with investment planning, retirement planning, and estate planning. There he saw millionaires deplete accounts in less than a year because they had an accident or got sick; it was then that he knew he had to do better. He now helps clients avoid one of the most significant risks to wealth, health care costs, through his complete financial wellness approach.
He also saw business owners struggle with many of the same issues. Professionals like lawyers, dentists, and doctors struggled with health insurance and investments. While many of the larger health insurers and investment firms go after corporate accounts, Kelly saw small business owners and the self-employed being underserved. Now he works with the self-employed to provide the same benefits that large corporations offer employees.
Kelly has helped thousands of individuals. He and his team specialize in health insurance and Medicare strategies. They also help businesses with benefits like health insurance, dental insurance, and credentialing. Together he and his team focus on creating financial peace of mind for their clients through careful, deliberate, and intentional preparation and implementation.
- Bachelor of Science Finance, University of Utah, Salt Lake City, Utah, Spring 2001
- Bachelor of Science Accounting, University of Utah, Salt Lake City, Utah, Spring 2002.
- Financial Planning Certificate-Boston University, Jan 2010