Business Description

I am a Retirement Income Certified Professional and principal of Willowtree Financial & Insurance Services WillowtreeFinancial.com in Santa Rosa California. As a financial advisor**, I have learned that many people are not prepared the many aspects of transitioning into our later years and that is how I came to find Sonoma County Section on Aging.

My family history helped me prepare for guiding others with these transitions. My grandmother had Alzheimer’s, my father had cancer and my mother had a long battle with Parkinson’s disease. Exploring my own feelings surrounding my mother’s Parkinson’s diagnosis, while trying to navigate her care made me I realized that most people aren’t armed with the information and support they need. I am dedicated to helping people understand the emotional, spiritual, and financial stress an extended care event can put on a family. Educating families on long term care funding options is an important part of my practice.

As an agent of the New York Life Insurance Company, I have learned how volunteering and Community service is an important part of raising awareness. I look forward to bringing my background in this area to help more people in our community know all of the resources and education this group has to offer.

**Financial Adviser offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser. Willowtree Financial & Insurance Services is independently owned and operated from NYLIFE Securities and its affiliates.

Kelly Grant
KGrant@WillowtreeFinancial.com
707-569-7109
Primary Business Category
149 Stony Circle, Suite 200
Santa Rosa
95401

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