Keli Hazel, CPA

Keli Hazel, CPA

Financial Planner

Profile

I am a Financial Planner and CPA with an entrepreneurial background and a passion for helping people achieve their financial objectives. As a licensed Registered Representative and CPA, I bring a tax-efficient approach to my clients’ financial circumstances. And as a small business owner, I recognize the value of innovative approaches to financial freedom. My decades of accounting experience and my entrepreneurial spirit have formed my philosophy - providing my clients with smart choices that will help them create a secure future.

Background

I obtained my BS Degree in Accounting from Florida State University in 1988. I then worked for Arthur Andersen until I took a position as a financial analyst at McDonald’s Corporation’s Regional Accounting Center in Clearwater, Florida. I ultimately became Regional Accounting Supervisor and was then promoted to Assistant Controller in the Atlanta office.

When my three boys were young, I spent a few years at home to devote my time and energy to their early development. When those initial demands settled, I was looking for a way to fulfill my passions and return to the workforce. I wanted an opportunity that would allow me to help people and make a difference in their lives. In working with my own financial professional at the time, I realized financial planning would allow me to expand on my strengths and qualifications to meet the challenge of a new career.

In 2011, I formed Keli Hazel and Associates, LLC, and joined Money Concepts because of their broad range of nonproprietary financial products. As my company grew, so did my desire to pursue the best ways to serve my clients.

In 2019, I became affiliated with U.S. Planning Group in order to continue to move my company forward. I remain independent, with no proprietary products or services to promote and no quotas to fill. USPG’s technology and additional support will improve the efficiency and security of our operations, increasing the time that I can spend working for and with clients.

My ultimate goal is to create a personal financial strategy specific to your unique needs. I look forward to working with you soon!

Education

  • Florida State University, Bachelor of Science Degree in Accounting, 1988
  • Certified Public Accounting (CPA) designation, 1995
  • Life and Variable Annuities license, 2007
  • General Securities Representative license, 2011

Licenses

  • Series 7 – Full Registration / General Securities Representative
  • Series 66 – Uniform Securities Agent State Law Examination
  • Life and Variable Annuities license (FL and GA)
  • Certified Public Accountant

Interests and Activities

I currently serve on the Advisory Board of the Haven House, a non-profit organization that helps victims of domestic violence. I am also an active member of Southern Crescent BNI Networking Group. I am involved in various groups within my church, where I taught a single moms life group for five years and regularly conduct financial education seminars. I love to travel and am always looking to explore different parts of the world. I also enjoy dancing and spending time with my three sons, family, and friends.