Kelly Arrillaga

Joined Lido: 2024

Homebase: San Diego, California

Professional Focus:
At her core, Kelly is passionate about people. Her clients are her biggest motivation professionally, and she believes in meeting her clients where they are walking to guide them. She is focused on keeping the complexities of financial services simplified, and she guides families who are navigating the complexities that accompany financial wealth.

Professional Designations:
Certified Trust and Fiduciary Advisor (CTFA)
Family Firm Institute Advanced Certificate in Family Business and Wealth Advising

Education:
B.A., Creative Writing, University of California, San Diego

Previous Work Highlights:
Kelly began her professional career working as a PR manager at a technology startup in Silicon Valley prior to joining Wells Fargo Bank in 2001. Over her tenure at Wells Fargo, she served as a Senior Trust & Fiduciary Advisor, working with multigenerational families to provide oversight and guidance in navigating trust and estate planning issues. In 2019, Kelly joined First Republic Private Wealth Management as a consultant on the Family Engagement & Governance team where she helped launch the initial offering and continued to serve clients as a consultant with J.P Morgan Wealth Management until May 2024.

Personal Facts:
Outside of wrangling a household of boys and spectating their sporting events, Kelly’s other joy is volunteering with the horses, goats, roosters, and donkeys at Laughing Pony Rescue. She has also always loved planes, working during her undergrad at a jet center at Palomar Airport. She earned her pilot’s license—although, she did need to sit on a pillow to reach the rudders!