Kelly Jandreau
Financial Advisor
NSSA
Kelly Jandreau is a financial advisor in Allworth’s Vancouver, Washington, office, with nearly three decades of experience in the financial services industry. Since beginning her career at an independent advisory firm in 1996, Kelly has specialized in guiding clients through the full wealth management process—from investment strategy and asset allocation to tax planning and risk management. She also brings deep expertise in estate and retirement planning, and holds the National Social Security Advisor certificate, enabling her to provide clients with thoughtful, expert-level guidance on Social Security benefit decisions.
Raised in Vancouver, Washington, Kelly is a graduate of Hudson’s Bay High School and earned her Bachelor of Arts in Finance, Personnel Psychology, and Human Resources from Washington State University. Outside of work, she enjoys staying active, cooking, trying new restaurants and wineries, traveling, and spending time with her family and friends.
My process begins with a thorough and thoughtful discovery phase, where I take the time to listen closely and understand each client’s unique financial situation, goals, values, and concerns. This includes reviewing current assets, income sources, expenses, risk tolerance, time horizon, and any specific priorities such as retirement, education funding, wealth transfer, or charitable giving.
From there, I analyze the information holistically to develop a personalized financial plan designed to align with the client’s objectives and life circumstances. I focus on creating a clear, actionable strategy that balances growth, risk management, and tax efficiency. But it’s also about more than just the numbers—the plan we build together is designed to reflect each client’s desired lifestyle, and it evolves as their needs change or markets shift.
Throughout our relationship, I prioritize transparency, integrity, and prompt communication. And as a fiduciary, I always put my clients’ best interests first. Above all, my goal is to help each client feel confident and empowered about their financial future.
Helping people gain clarity and confidence around their money—whether that’s planning for a secure retirement, navigating complex decisions, or achieving dreams like sending kids to college or giving to causes they care about—is incredibly rewarding. I love breaking down complex financial concepts into clear, actionable steps that empower clients to take control of their future.
What I also enjoy about my work is that each client’s story is unique, and that variety keeps me engaged and fulfilled. Ultimately, it’s about being a trusted partner through life’s financial ups and downs, helping clients feel secure and optimistic about what lies ahead.
What I truly enjoy about being a financial advisor is the opportunity to build meaningful, long-term relationships with clients and make a real difference in their financial lives.
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