Kelly Acheson, FPQP™

Client Service Associate
Kelly Acheson smiling warmly

My Story

From the time I was a child, I dreamed of becoming an ambulance driver. When the occupational therapy director at Loma Linda University offered me one of my first jobs as a clinic aide, that was my entrée into the health care field. After following my now-husband to Northern California, I joined a private OT/PT practice and continued to grow in the field, including on the business side. When the practice’s owner opted to sell to a large corporation and become a financial advisor, he invited me along. True, I didn’t know what a mutual fund was in 1995, but he believed in my hands-on ability to learn and provide a heartfelt, personal client experience.

After several years in the whirling world of investing for the wrong reasons, I found myself feeling like something was missing. I asked myself: “Where are the people in this industry?”

Then I found Abacus. Here, I am able to fulfill my desire to relieve pain and stress by helping others navigate the financial world. I still sometimes have an urge to drive that ambulance, but each day I’m able to smile and consider myself a “financial first responder.”

How I’m expanding what’s possible with money

By making it fun and easy! People can get overwhelmed by the paperwork and red tape involved keeping tabs on their financial lives. I help take care of the details so they can focus on what matters most to them.

Outside of work, my passions include

Anything physical! You might find me mowing a field, setting up for an event, in the gym, or just jumping around. I’ve got energy to spare, so if you’ve got a project in mind, let’s get to it!

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