Kelse Puri, Certified Social Security Professional
Kelse Puri
Financial Advisor & Insurance Agent, Parker Advisors
Professional Profile
Kelse Puri is a trusted Financial Advisor and Insurance Agent with Parker Advisors, dedicated to serving the Homedale community and beyond. A proud Homedale native and graduate of Boise State University with a degree in Social Sciences, Kelse combines her local roots with nearly two decades of customer service experience to deliver unparalleled financial guidance. As a holistic financial advisor, she is fully licensed in insurance and committed to creating personalized financial plans that align with her clients' goals and values.
Kelse Puri has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
What sets Kelse apart is her genuine passion for helping people navigate their financial journeys. She prioritizes putting her clients first, ensuring they receive the support they need at every step of the planning process. Whether you are looking for retirement strategies, insurance solutions, or social security expertise, Kelse is here to help you achieve financial peace of mind.
Outside of her professional life, Kelse enjoys volunteering in her community and cherishing moments with her family along the scenic Snake River. Her commitment to both her clients and her community makes her a respected figure in the financial advisory field. Trust Kelse Puri to help secure your financial future today.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.