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Kelly Acheson

The reason I got into this profession:

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.”

One thing I am doing to help the planet

My grandmother always said, “Use it up, wear it out, make it do or do without.” From consumption to reuse to repurposing, I live by that motto.

Outside of work, my passions include

Volunteering at our local high school, being in a gym, cooking, vegetable gardening, home brewing and bargain hunting.

One goal I am saving for

Being that money can’t buy time, I’m saving for a healthy retirement full of outdoor activities in a warm climate—on a budget of course!

The primary way I’m advancing my career knowledge

My fellow coworkers constantly amaze me with their diverse wealth of knowledge. I consider each of them a mentor and I seize the opportunities to learn. I will soon enroll in my next course through the College of Financial Planning.

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