With more than two decades of experience supporting business owners, executives, and professionals, Kellie Burkett brings a unique blend of operational expertise, client service excellence, and relationship management to Yerba Buena Financial Partners.
Kellie is dedicated to delivering an exceptional client experience through responsive service, thoughtful communication, and meticulous attention to detail. Drawing on her extensive background in business operations, finance, marketing, human resources, and organizational management, she plays an integral role in supporting both clients and advisors throughout the financial planning and wealth management process.
Kellie helps coordinate the many moving parts behind the scenes, ensuring client requests are handled efficiently, accurately, and with the highest level of care. Whether assisting with account servicing, facilitating complex transactions, or helping clients navigate important life and financial transitions, she is committed to creating a seamless and supportive experience.
Known for her warmth, professionalism, and genuine desire to help others, Kellie takes pride in building trusted relationships with clients. She understands that financial planning is about more than numbers, it is about helping individuals and families pursue their goals with confidence. Her ability to combine operational excellence with a personal touch makes her a valued resource to both clients and colleagues.
Kellie lives in Napa, California, where she enjoys spending time outdoors, hiking local trails, practicing Pilates, playing pickleball, dancing, reading, and making memories with family and friends. She believes that strong relationships, lifelong learning, and a commitment to service are at the heart of both personal fulfillment and professional success.
When you contact Yerba Buena Financial Partners, Kellie is often the first friendly voice you'll hear and looks forward to helping make your experience with the firm both efficient and enjoyable.