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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Kerry Keihn
Partner and Financial Advisor at Earth Equity Advisors
Speaker

Profile

Drawn to the Earth Equity goal of empowering investors, Kerry Keihn loves helping people evoke the positive change they want to see in the world. By aligning clients’ investment choices with their values, Kerry helps clients understand how their money can make a bigger impact and craft a legacy they’ll be proud of for years to come.

Capitalizing on her background in social work, Kerry has keen insight into how behavioral and emotional factors play into financial decisions. Forever passionate about helping clients look inward in order to move forward, Kerry has earned the Accredited Behavioral Finance Professional (ABFP℠) designation – the first advisor-focused behavioral finance designation from an accredited college or university.

Additionally, Kerry is a graduate of the University of Virginia, has earned the Chartered SRI Counselor™ designation from the College for Financial Planning and has been quoted in industry-leading publications, such as Yahoo! News, US News & World Report, MSN, Better Homes & Gardens, and CNN. In October 2020, along with Leesa Sluder, she co-founded 100+ Women Who Care Asheville – a local giving circle that has given over $50,000 in support of charities in Western North Carolina. A strong believer that “we’re all in this together” and knowing community is where that starts, Kerry is a graduate of the Leadership Asheville Program and is active with several local nonprofits. She volunteers with Pisgah Legal Services on their development committee, and recently served as the chair of the Asheville Ten Thousand Villages board.

When she’s not helping clients or her community, Kerry can be found attempting home improvements with her husband, Tyler, at their home just outside of Asheville. She also enjoys gardening, meditating, running, or doing yoga while her two dogs try to “help.” A huge fan of the theater, Kerry delights in everything from attending to acting, directing, and even designing entire productions. She’s always eager to tackle a new project and will never turn down an opportunity to learn.

Agenda Sessions

  • Leading with Transparency: Secrets of Success of RIA Leaders

    9:45am