Keely Cleveland, CFP® in

Keely Cleveland, CFP®

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Junior Planner at Jim Saulnier & Associates, LLC
📍 Fort Collins, Colorado, United States

Keely is a CERTIFIED FINANCIAL PLANNER® professional at Jim Saulnier & Associates, where she focuses on creating tax planning strategies. A graduate of Colorado State University in Financial Planning, she was recognized as the Outstanding Graduating Senior for her academic excellence and dedication.

She was honored as the Outstanding Graduating Senior in Financial Planning upon her graduation from Colorado State University.

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Experience
7 Years
Current Role
Junior Planner
Location
Fort Collins, Colorado, United States
Personality Overview

How Keely shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Keely cares about

Financial Planning
Recently fulfilled all requirements to be a CERTIFIED FINANCIAL PLANNER® professional and is passionate about helping clients achieve their financial goals.
Tax Strategies
Her role as a Junior Planner involved a specific focus on tax, where she assisted a team of three CPAs with operations and creating client strategies.
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Career

Work history

5-2023
Junior Planner
Jim Saulnier & Associates, LLC
5-2022 - 5-2023
Tax Planning Intern
Jim Saulnier & Associates
1-2022 - 5-2023
Student Coordinator -- Finance
Colorado State University
6-2021 - 8-2021
Office Assistant
Big Al's Auto & Exhaust
11-2017 - 2-2021
Assistant Manager
rue21
In the press

Media appearances

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Education
8-2021 - 5-2023
Bachelor of Science - BS
Colorado State University
8-2019 - 5-2021
Associate of Science - AS
Laramie County Community College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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