Kelly Woo
Researcher · DISC type CsKelly Woo is the Founder and Principal of Bene Financial and Bene Wealth Management, where she specializes in advanced retirement, investment, and insurance planning for professionals and business owners. A graduate of UC San Diego, she focuses on creating holistic portfolios with diversified assets to minimize risk and maximize returns for high-net-worth clients.
Holding both the Certified Financial Planner (CFP) and Enrolled Agent (EA) designations, she possesses a distinct expertise in both comprehensive financial planning and tax strategy.
Read the full overview →How Kelly shows up
The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise. Being observant comes to them naturally.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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