kelly@oceanpath.com

As an experienced financial professional, Kelly Volk plays a role in supporting the client experience at Ocean Path Advisors. He works alongside the advisory team to craft personalized wealth and tax planning strategies while bringing the analytical rigor and attention to detail that ensure a thoughtful and seamless planning process. With a background spanning public accounting and financial services, Kelly brings technical precision, sound judgment, and a genuine commitment to helping clients feel confident and informed in their financial lives.

Kelly holds a CPA license and earned his degree in Accounting and Sociology from UCLA. He began his career in public accounting at KPMG and Ernst & Young, where he worked in Audit and Assurance roles analyzing complex financial information and guiding clients through detail-intensive challenges. He later transitioned into financial services at Fidelity Investments, where he worked directly with clients and deepened his focus on financial planning. Kelly also holds his Series 7 and Series 66 securities licenses and is actively working toward the CFP® designation.

Driven by a desire to help people navigate financial decisions with clarity and confidence, Kelly brings a rare combination of analytical depth and people-first perspective to his work. He values thoughtful communication, careful preparation, and the kind of steady, deliberate guidance that helps clients move toward their goals with assurance.

Outside of work, Kelly coaches basketball and enjoys spending time with his fiancée and their miniature dachshund, LeBron James Jr.