Kelli Send
Co-Founder, SVP Financial Wellness Services, Francis LLC
Kelli Send is listed as Co-Founder, SVP Financial Wellness Services, Francis LLC. B2DB records 2 sessions at 1 conference in 2026, most recently PLANADVISER 360 2026 (November 2026). Speaks mainly at Financial Services events.
Compiled from published conference agendas; not yet confirmed by Kelli. Is this you? Claim this profile.
- Sector: Financial Services
About
With over 30 years of advising plan participants under her belt, Kelli Send has extensive financial wellness knowledge and oversees the firm’s financial wellness team. She is responsible for curriculum design and delivery, as well as the firm’s money coaching services. Under her leadership, the financial wellness team has won 15 Eddy Awards for excellence in retirement plan participant education programs. Kelli is a CERTIFIED FINANCIAL PLANNER Professional (CFP) and has her Series 65 license and ERISA Fiduciary certification. She has a B.A. in Marketing from Michigan State University and an M.A. in Adult Education from Carroll University.
Sessions at 1 conference
PLANADVISER 360 2026 9 November 2026 – 11 November 2026
- Opening Remarks Host · 10 November 2026
- The Odd Couple Moderator · 9 November 2026
Spoke alongside
People who have shared a session with Kelli at events on B2DB.
- Edward Rueda Editor/Reporter · PLANADVISER 1 shared session
- Leah Sylvester Executive Partner, President - Retirement Plans · Shepherd Financial 1 shared session
- Meghan Wojton VP, Advisor Consultant · Fidelity Investments 1 shared session
- Phil Sherman Founder, Lead Advisor · FoxHedge Advisors 1 shared session