Kelly Woesner portrait

Fresno, CA

Kelly Woesner

Onboarding Specialist

Team Member Details

About Me

Kelly began her time at Plancorp's Fresno office in January 2015. She currently manages Fresno's human resources functions and oversees all operations. She is passionate about her job and values providing quality service to our loyal clients. Kelly is a Fresno native and Fresno State graduate. In her spare time, Kelly enjoys running, being outdoors, and spending time with her husband and family. Her favorite activity is spending time with their dog at Carmel Beach.

Community Involvement

Fresno State Delta Gamma alumni

Education

California State University, Fresno, B.S. in Business Administration

What's My Plan Missing?

Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.

Take Our Free Analysis

Planning with Purpose

Integrated Services

We take a holistic and comprehensive approach to your finances—from planning and investing to estate and tax strategies—so you can move toward your goals with clarity and confidence.

client-guide-img copy

Your Guide to a Better Advisor Experience

At Plancorp we aren't about long-term contracts, just long-term value. With that in mind, we're transparent about what value you can expect to when you hire us. Download our New Client Guide to get to know our services, team, experience, and fee-only model that you can trust.

Want to learn more?

Find out how Plancorp's financial firm is different than the other firms you're used to.