Carolyn Kelly, CFP

Redwood City, CA

203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065

Main: 650‑620‑3040
Direct: 650-517-9511
Fax: 650-372-0813
elenas@teamhewins.com

Elena Song, CFP®

Elena Song has always had a strong desire to help people.  As a financial advisor at Team Hewins, she is energized by working with her team to empower clients to have confidence in their financial lives.   Our collaborative approach to guiding clients resonates strongly with Elena, who believes “great ideas are created in teamwork.”

Having prepared her share of client tax returns in the past, Elena has a special appreciation for the importance of taxes to a client’s overall financial picture.  She has a deep understanding of tax regulations and is pursuing the CPA credential to enrich the holistic planning she offers clients. 

Elena has over 10 years’ experience in the investment advisory business, and was previously with Aegis Wealth Management, LLC and WESCAP Management Group, Inc.  Her wide-ranging background in operations, client service and planning provides valuable experience for her career as a financial advisor.

Elena also spent four years in Kampala, Uganda, where she was a Consular Assistant at the US Embassy.  Her experience there resulted in an ongoing commitment to help orphans in that country.  She is proficient in Russian and has a basic knowledge of Korean.

Elena graduated Magna Cum Laude from California State University, Los Angeles with a Bachelor of Science in Economics and a Master of Arts in Financial Economics.  She has earned the CERTIFIED FINANCIAL PLANNER™ designation and is an active member of the Financial Planning Association (FPA).

When not working, Elena can be found spending time at home with her husband and Labrador, Rook.   She enjoys gardening, and Sundays in the fall find her rooting for the Pittsburg Steelers.

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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