Kailey Levin supports clients and advisors through communication, coordination, and relationship-focused client service.
Kailey joined Lumena Financial Strategies in 2024 as a Client Care Coordinator. She assists with preparation for upcoming client meetings, participates in meetings alongside the advisors, and helps manage follow-up items and ongoing client service needs. She also supports the team with planning-related work, including tax planning support, risk analysis preparation, and annuity comparison research.
Before transitioning into financial services, Kailey worked in healthcare, including roles supporting patients in nursing homes and at Rady Children’s Hospital. Her background in psychology and patient care helped shape her thoughtful, relationship-centered approach to communication and client support during important life transitions.
Kailey holds a Bachelor of Arts in Psychology from the University of California, San Diego. She is currently pursuing her financial licenses with the long-term goal of becoming a financial advisor. She is especially interested in helping clients navigate financial conversations through education and clear communication.
She values the collaborative culture at Lumena and enjoys building relationships with both clients and teammates.