Put your future into focus today.
Let's get started
Kelly Hagerman, AIF
Financial Advisor
Kelly Hagerman is an experienced Financial Advisor with over 10 years of experience helping individuals and businesses pursue clarity, confidence, and long-term financial success. Throughout her career with Wells Fargo & Company, Kelly has provided thoughtful wealth management, retirement planning, and investment strategies tailored to each client’s unique goals and circumstances.
As an Accredited Investment Fiduciary (AIF®), Kelly is committed to the highest standards of fiduciary care. She delivers advice that is ethical, transparent, and always aligned with her clients’ best interests, combining disciplined investment principles with a personalized planning approach.
Kelly earned her Bachelor of Science degree from California Polytechnic State University, where she built a strong foundation in business and relationship management. She brings that foundation into every client relationship, translating complex financial concepts into clear, actionable strategies designed to help clients make informed decisions with confidence.
Dedicated to financial education and long-term partnership, Kelly believes true success comes from trust, communication, and shared purpose. Whether guiding families toward a secure retirement or helping businesses strengthen their financial strategies, her focus remains on delivering consistent value and meaningful outcomes.
Outside of work, Kelly enjoys staying current on industry trends, participating in professional development, and giving back to her community through involvement with the Community Foundation San Luis Obispo and her daughter’s school. She is proud to live and work in San Luis Obispo and credits her success to the support of her family, clients, colleagues, California Polytechnic State University, and her local community.
As an Accredited Investment Fiduciary (AIF®), Kelly is committed to the highest standards of fiduciary care. She delivers advice that is ethical, transparent, and always aligned with her clients’ best interests, combining disciplined investment principles with a personalized planning approach.
Kelly earned her Bachelor of Science degree from California Polytechnic State University, where she built a strong foundation in business and relationship management. She brings that foundation into every client relationship, translating complex financial concepts into clear, actionable strategies designed to help clients make informed decisions with confidence.
Dedicated to financial education and long-term partnership, Kelly believes true success comes from trust, communication, and shared purpose. Whether guiding families toward a secure retirement or helping businesses strengthen their financial strategies, her focus remains on delivering consistent value and meaningful outcomes.
Outside of work, Kelly enjoys staying current on industry trends, participating in professional development, and giving back to her community through involvement with the Community Foundation San Luis Obispo and her daughter’s school. She is proud to live and work in San Luis Obispo and credits her success to the support of her family, clients, colleagues, California Polytechnic State University, and her local community.
CA Insurance License Number: 0L31266, Resident State: CA
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Certificates
AIF
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
