Carolyn Kelly, CFP

Redwood City, CA

203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065

Main: 650‑620‑3040
Direct: 650-241-2950

Zac Riera, CFP®

Zac enjoys working with a broad range of clients, helping them find financial peace of mind.  He particularly enjoys helping young families achieve savings goals for their futurewhether it’s saving up for retirement, buying a home, or putting funds away for their kids’ college education. 

Prior to joining Team Hewins, Zac spent almost six years at a Registered Investment Advisor (RIA) firm as an Associate Financial Advisor. In that role he enjoyed working closely with clients on building and updating their financial plans. He graduated from the University of Colorado at Boulder, where he earned a bachelor’s degree in Economics. After graduation, he earned the CERTIFIED FINANCIAL PLANNER designation.  

Outside of work, Zac enjoys being active outdoors, practicing jiujitsu, and going to the gym.  He also likes to explore San Francisco restaurants, bars, and parks on the weekends, as well as traveling and taking road trips.  

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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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