BBW MEMBER INTERVIEW: Kelly Gushue, Financial Planner

BBW MEMBER INTERVIEW: Kelly Gushue, Financial Planner

What is your name and occupation?

Kelly Gushue, Financial Planner

How long have you been a Boston Business Women’s Member?

Less than a year

What is your instagram handle?

@PersonalFinanceWarrior

What is your Linked in URL?

https://www.linkedin.com/in/kellygushue/

Were you born and raised in Boston? If not, what brought you here?

Yes - Born and raised in Boston. Graduated from Boston Latin School.

Tell us more about your job or company and what led you to your career?

With 20 years of investment experience, I started Personal Finance Warrior to provide dedicated financial resources for women. When I was growing up, my Mom needed to leave my Dad and she was frozen out of the bank accounts. This experience instilled in me the importance of financial education and financial independence. I provide financial planning sessions, coaching and online workshops for female entrepreneurs and fast track professional women. I encourage women to step into their financial power!

What would your clients say about you and your company?

Clients would say that I help women step into their financial power! They would also say that I make a topic like finance engaging and interesting. I take the fear and anxiety out of learning about money. Women feel inspired to take action with their money and invest when we work together and they learn how the investment process works.

What is the best advice you’ve ever received?

Go for it!

What is your favorite book?

House of Morgan by Ron Chernow since it provides a history of our financial system and Happy For No Reason by Marci Shimoff for lessons on staying in a high vibration.

What is your secret weapon? An app, a tool, a organization method, anything?! (Can be a personal or professional life tool)

6am gym workouts! I love starting the day with a great workout!

What is your most recent WIN? How are you slaying in your career or business?

In 2020, I was selected as a speaker-in-residence for the Women's Business Networks at several companies.

What advice would you give to your younger self?

Read books to explore and deepen your interests! There could be a business waiting to be born!

How do you enjoy your free time?

I love exploring New England and taking day and weekend trips!

What is something that not many people know about you?

I worked in Shanghai, China for three years! It was an amazing experience!

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