Kelley C. Long CPA/PFS, CFP®

Financial coach, Financial Bliss with Kelley Long

As a noted expert on Health Savings Accounts and their related financial planning strategies, Kelley C. Long, CPA/PFS, CFP® has presented to thousands of employees, conference attendees and professional association members on the rules, strategies and potential of HSAs. She is a member of the Retirement Speakers Bureau, frequent author for the Journal of Accountancy and contributor to the AICPA PFP podcast. Kelley also created the 'Make My Plan' content on the 360 DEGREES OF FINANCIAL LITERACY WEBSITE AND IS A SPOKESPERSON FOR THE AICPA FINANCIAL LITERACY EFFORTS. In her practice as a sole practitioner, Kelley offers financial wellness coaching services to small employers as well as individual women and couples who seek unbiased financial coaching and guidance. She also produces a monthly podcast called Financial Bliss with Kelley Long. Originally from Traverse City, Michigan, Kelley and her husband reside in Tucson, Arizona, where they enjoy hiking, pickleball and weekly trivia nights with friends.