Kelly Doyle has been an investment adviser representative at Wealthrise Financial Planning since January 2024, and is not listed among the firm’s executive officers or direct owners. Kelly Doyle holds a Bachelor's degree in environmental studies from the University of Colorado at Boulder and a Financial Planning Certificate from Boston Institute of Finance.
Wealthrise Financial Planning, LLC is a Carlsbad, CA firm with $136M under management, 98 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Kelly Doyle is Senior Wealth Advisor of Wealthrise Financial Planning. She joined the company as a Senior Financial Planner in September 2023. Previously she worked as a consultant for Rick Engineering Company, a San Diego-based civil engineering firm, for 18 years. She uses her analytical and project management skills and foundational knowledge of behavioral finance to help clients achieve their goals.
- – present · 2 yearsCarlsbad, CA · Adviser representative · Firm CRD 283764
Professional designations
Listed by Wealthrise Financial Planning
- Tax Planning Certification Professional (TPCP®)
Investment adviser representative registrations
Kelly Doyle is registered as an investment adviser representative in California, since January 2024.
- CaliforniaSince 25 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Elizabeth Doyle
- CRD
- 7861921
- Firm
- Wealthrise Financial Planning · CRD 283764
- Office
- 5938 Priestly Dr., Suite 103, Carlsbad, CA 92008
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthrisefp.com
Where does Kelly Doyle work?
Kelly Doyle is an investment adviser representative registered through Wealthrise Financial Planning, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Doyle a financial advisor?
Yes. Kelly Doyle has a current investment-adviser registration in California, through Wealthrise Financial Planning since January 2024.
How many years of experience does Kelly Doyle have?
Kelly Doyle has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Kelly Doyle passed?
Kelly Doyle passed the Series 65 in October 2023.
Where is Kelly Doyle based?
Kelly Doyle’s registered office is in Carlsbad, CA.
Is Kelly Doyle registered with FINRA?
No. Kelly Doyle has no current broker registration.
How can I verify Kelly Doyle’s record?
Search CRD 7861921 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Doyle’s full registration record.