HOLLY KINDEL, FBS, CPCC, FFC

Financial Advisor

Holly helps people when money gets messy, loud, or downright inconvenient — windfalls, exits, inheritances, sudden freedom, sudden fear. After 30 years in financial planning, she knows spreadsheets don’t change lives: behavior and values do, and avoiding hard conversations never helps.

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Holly learned this early in life, when a poorly communicated estate plan in her twenties turned family loss into a financial obstacle course and set her on a lifelong focus on money systems and human behavior. Since then she has worked with high‑net‑worth clients, delivered pro bono planning, taught graduate‑level finance, and remained firmly committed to social justice.

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Now entering her silver decades, she focuses on end‑of‑life planning for clients and their families, reducing uncertainty, minimizing conflict, and making transitions easier for loved ones.

When she’s not untangling financial chaos, she returns to the elements — swimming in the Bay, trail running, practicing yoga, spinning fire, and chasing live music. Her most treasured teachers are Xochitl and Xitlali, long‑haired Chihuahuas who remain skeptical of financial credentials but highly attentive to treat policy.

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Credentials:
Certified Financial Behavior Specialist (FBS)
Certified Professional Co‑Active Coach (CPCC)
Financial Fitness Coach (FFC)