Meet Kelley Long, Health Savings Account (HSA) Expert
Experience, Recognition, Background
Kelley Long is a personal finance expert and financial wellness coach who is on a personal mission to empower all people to feel and be great with money. She is a CERTIFIED FINANCIAL PLANNER® professional as well as a Certified Public Accountant, and is frequently cited in the media, including the NY Times, Wall Street Journal, Washington Post and Reuters.
With over 20 years of various roles in the financial services industry, Kelley left her most recent full-time position as a Senior Financial Planner and Personal Financial Coach with Financial Finesse after five years of changing the financial lives of employees throughout the US. Financial Finesse is often credited with starting the financial wellness industry in 1999 and is still the leading provider of unbiased workplace financial wellness programs – her experience there informs her consulting and speaking work today.
Kelley Long's Expertise
View a sample presentation
Kelley is a noted expert on Health Savings Accounts and their related financial planning strategies, having served over three years as a founding member of PSCA (Plan Sponsor Council of America), HSA Committee, an American Retirement Association affiliated organization, committed to advocating for the enhancement and adoption of HSA-friendly education and legislation.
After coaching over 2,500 individuals on their money and presenting to employees at several different Fortune 100 companies, Kelley has a deep understanding of how the concepts of behavioral finance can be applied to change behavior. She’s a sought-after content creator, specializing in written pieces that support financial decision-making without getting bogged down in the jargon that so often intimidates and confuses readers.
Contact Us About Hiring Kelley Long
Not Sure What You're Looking For? We Can Help!
We have contributed to the content of over 100 annual conferences and have relationships with today’s leading retirement speakers. We will recommend speakers and topics for you based on your current and prior events.
We can help you book just one speaker for an annual conference, chapter meeting, client event or employee education meeting, or custom design a multiple webinar content-marketing series.
Delivery options include in-person meetings, live webinar and pre-recorded formats.
Learn More About Our Other Retirement Speakers and Topics
Learn about our other leading edge retirement speakers who help advisors, consumers and employees PLAN for retirement, PROTECT the plan from retirement risks, and PROVIDE retirement income that lasts a lifetime.