Anna Liu

"One key thing that sets Kelly and DLD Financial apart is the philosophy of how they do business. Working with them is like working with family. And while their boutique size allows for a very personalized approach, they have access to the full range of financial products to meet their client’s needs."

Dr. Nathan U. & Arthur Y., Physician & Project Manager

"Really take the time to explain everything. Personal service, helpful, respond very quickly to emails or phone calls."

Jackie P - Film Production Professional

"Kelly has been such a close trusted advisor, and helped us navigate big chapters of our lives. And we wouldn’t be where we are today without her involvement. I cannot recommend Kelly and DLD Financial highly enough!"

Dr. Nathan U. & Arthur Y., Physician & Project Manager