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Kali Prestwood (CFP®)

Kali Prestwood focuses in the
following client markets or areas of practice:

  • AUM
  • High Net Worth Client Needs
  • Hourly
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Kali received her Bachelor’s degree from Texas Tech University where she majored in Personal Financial Planning. She graduated among the top 5 performing students in her program and graduated Magna Cum Laude.

In January 2019, Kali joined Penney Financial to grow and serve in a fast-growing fee-only firm. Kali received her Certified Financial Planning ™ designation in 2020, allowing her to demonstrate a higher level of excellence within the financial planning industry. She supports Penney Financial in many capacities, including financial planning, asset management, and client service.

In addition to her quali?cations and presence within the profession, Kali has a passion for helping individuals, couples, and widowed/divorced women understand how their assets and financial objectives can function together in a meaningful way. She believes that ?nancial planning done right can breed direction and confidence during life’s uncertainties.

Kali has a heart for serving the community and is actively involved with the Junior League of Houston and Houston Welcomes Refugees. Kali enjoys her free time in the company of her friends and family. She loves staying active, sharing good meals with friends, and traveling.

NAPFA Start Date

September 15, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

800 Town & Country Blvd., Suite 500 Houston, TX 77024 Phone: (713) 300-5165
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Other Offices

21 Waterway Ave., Suite 300 The Woodlands, TX 77380-3099 Phone: (713) 300-5165
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