Kelly has been a partner with Kaneski Associates for over 2 decades. She specializes in the field of financial planning, retirement, and investment strategies. She focuses her practice in working with physicians, specialists and other medical professionals. Kelly helps educate her clients on current financial issues and utilizes tax-advantaged strategies in all areas of planning. She is a prominent speaker who continues to provide seminars and workshops to many HMO’s, PPO’s and medical practices. She has created long lasting partnerships with Kaiser Foundation Hospital, The Permanente Medical Group, Sutter Medical Group, Sutter Independent Physicians, UC Davis and the UC Davis Residency Program.
Kelly graduated from the University of California Santa Barbara in 1986. She received her Chartered Financial Consultant® (ChFC®) designation in 2011 and her Chartered Advisor for Senior Living® (CASL®) designation in 2014 from the American College. Kelly is a registered representative with NYLIFE Securities LLC and a Registered Investment Advisor through Eagle Strategies LLC. She is a Life & Top of the Table member of the Million Dollar Round Table (MDRT), a member of The National Association of Insurance & Financial Advisors (NAIFA) and Member FINRA.
Throughout her career, Kelly has had the honor and privilege of being mentored by her brother, Steve Kaneski, founder of Kaneski Associates. Steve was an industry leader. He was Council President in 2008 with New York Life and a consistent top 10 producer for over 25 years of his illustrious career. Kelly has coached hundreds of New York Life agents on the process and procedures created by Steve Kaneski on how to work effectively in medical community. She has also qualified for New York Life’s prestigious President’s and Chairman’s Councils for 21 consecutive years. 2018, 2019 & 2020 she has reached New York Life’s highest-level recognition of Chairman’s Cabinet, awarded only to the company’s 50 top performing agents in the country. She has achieved her Senior NYLIC, which was awarded for her 20 years of service with New York Life.
Kelly is passionate about community involvement. She has supported of the Serotonin Surge Charities in the Sacramento Region for over 20 years. Since 1999, this charity has raised over $4 million for Safety-Net medical clinics, the Cure Breast Cancer Organization, the Breast Cancer Research Stamp and the Serotonin Surge Thrive Scholarship Fund. She also supports the Sacramento “Light The Night” Leukemia & Lymphoma Society and the Performing Animal Welfare Society (P.A.W.S.).
Kelly is an avid golfer, a dedicated swimmer and enjoys traveling and spending time with family. She resides in Sacramento, California with her husband Michael Robinson M.D., a retired sports medicine physician with Kaiser Permanente and an aspiring gourmet, and their 2 energetic cats – Benzi & Darius.
