Meet our Co-Founder,
Kelly Woo

Kelly is a Co-founder & Principal of Gideon Advisers, who throughout her 11 years in the financial industry has been successful at consulting both business and individual clients with their retirement, investment and tax saving strategies

Over the span of her career in the industry, Kelly has earned top marks in the financial world. She started her career as an award winning producer for Countrywide Financial. Later she moved on to become a top financial adviser with New York Life where she achieved Executive Council status for three consecutive years. Before co-founding Profectus Financial, she was a principle partner at RGL Group Financial.

Committed To Growth

She has been a member of the Million Dollar Round Table association since her career at New York Life and currently holds a TOP of the Table MDRT membership, which is the highest ranking accolade in the association. She is also a CERTIFIED FINANCIAL PLANNER™ practitioner. As a CFP®, Kelly has remained committed to growing her knowledge of advanced financial markets, staying ahead of the changing trends and regulations, and always striving to improve, learn and grow for the benefit of her clients. Recognizing that financial planning is complex, Kelly has developed strategic partnerships with other professionals such as attorneys, CPAs, and risk management advisors to provide the most holistic solution for her clients.

Media Recognition

In addition to her many certificates and recognition, Kelly was featured in the March/April 2017 issue of MDRT magazine for her outstanding success in financial services. In the article, MDRT recounts Kelly’s unique path from a loan officer to CFP, her journey through entrepreneurship, and her substantial command in advanced planning that earned her years of membership status with MDRT and Top of the Table. You can read Kelly’s MDRT article at www.mdrt.org.

Kelly graduated from the University of California, San Diego in 2004 with a Bachelor of Arts in Communications. She currently holds over seven different financial licenses and designations. She is a Korean-American and speaks fluent English and Korean. Kelly is currently living in Glendale with her husband Alex and their sons Jonathan and Jeremy.