Kelli Ellison, President of Panoramic Financial Planning, is a fee only financial planner in Carmel, Indiana. She created Panoramic Financial Planning because of her passion to help everyday people achieve their personal and financial goals. Kelli takes great pride in providing independent, holistic, unbiased financial advice customized for unique individuals and families like yours.
Kelli has traveled a unique path on her journey to becoming a fee only financial planner. She began her career as an engineer. Her early career experiences and advanced education led her to assignments in corporate financial planning and information technology. Through it all, her true passion was always financial planning. Upon completion of her Certified Financial Planner® education and examination requirements, she served as a Wealth Advisor for an Indianapolis fee only wealth management firm.
Kelli completed her undergraduate work at Purdue University with a degree in Mechanical Engineering. She earned a Master of Management (MBA) from the Northwestern University Kellogg Graduate School of Management, with concentrations in Finance and Management Information Systems. As a life-long student with a passion for learning, she earned a Master of Science in Accounting from the Indiana University Kelley School of Business in May 2017.
Kelli earned a Graduate Certificate from the Northwestern University Certified Financial Planner® Certification Education Program and is a candidate for the Certified Financial Planner® designation. She also holds the IRS Enrolled Agent designation. Kelli is a member of the Financial Planning Association, and an associate member of the National Association of Professional Financial Advisors (NAPFA) and the XYPN Planning Network.