Tristan Kelly is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor at Avior
Tristan Kelly is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor at Avior, specializing in retirement planning, tax planning, investment management, and cash flow management. With a foundation built on both academic excellence and a lifelong immersion in the financial services industry, Tristan brings a thoughtful and comprehensive approach to every client relationship.
Tristan earned his Bachelor of Science in Business Administration with a major in Financial Planning from Creighton University, going on to achieve his CFP® designation — one of the most respected credentials in the financial planning profession. His path to financial planning was shaped early, growing up in a family deeply rooted in the industry, with both parents building careers at American Express and Ameriprise and an older brother who also serves as a financial advisor. This upbringing gave Tristan a unique perspective on the profession long before he entered it professionally.
Prior to joining Avior, Tristan gained valuable experience through internships at several financial firms, each deepening his understanding of the profession and reinforcing his belief that serving clients as a fiduciary within an independent RIA is the highest standard of care an advisor can offer.
Tristan’s approach to planning goes beyond the numbers. He is passionate about guiding clients through all seven areas of financial planning, helping them prepare for the unexpected and make informed, confident decisions for themselves and their families. His commitment to each client relationship is defined by attentiveness, clarity, and a genuine dedication to their long-term wellbeing.