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Trusted by families and their advisors
Close
  • Services
    • Solutions For Families
    • Solutions For Advisors
    • Family Stories
  • Academy
    • The Academy for Advisors
    • The Academy for Family Members
    • Login to Your Academy Courses
  • Our Firm
    • Overview
    • Your Team
    • Testimonials
    • Contact Us
  • Store
    • Shop
    • Cart
    • Checkout
    • My Account
  • Contact Us

Kaley Fennell

By: Melanie

Kaley Fennell

August 11th, 2016

Kaley Fennell leads Operations & Membership at Legacy Capitals. In her role, Kaley manages the Academy Membership, oversees internal operations, drives the team’s creative initiatives, and supports all client engagements.

Additionally, Kaley is an individual coach, specializing in personal finance coaching.

Kaley Fennell graduated from the University of Florida where she earned her Bachelor’s degree in Business Management with a minor in Communication Studies. Since then, she has continued her education outside of the classroom setting, completing a Personal & Family Financial Planning certificate program through University of Florida, an extensive coach training program through the CoActive Training Institute, and a Personal Finance Coaching certification through the Financial Coach Academy.


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Legacy Capitals is a leading provider of training, coaching, and consulting services on topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy to financially successful families & family businesses, wealth advisors, family offices, and financial institutions.

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Legacy Capitals, LLC
4657 York Road #571
Buckingham, PA 18912
609-917-0161
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