Marlene Kinley is the Director of Wealth Management Operations at Lafayette Square Financial Advisors. She is the resident client ambassador at Lafayette Square, creating a culture of compassion in serving our clients. With six years of experience in the financial services industry, Marlene has the skills needed to support the team in meeting our clients’ financial goals.
Prior to beginning her career in financial advisory services, Marlene spent twenty years in human resources for companies both large and small, including start-ups. She decided to enter the financial services industry after Greg, a friend of ten years, created her family’s retirement plan. During that process, she discovered her passion for helping others find the same clarity and importance in planning their future.
“I believe that each client is unique and seeks a customized approach for creating a financial plan that helps meet their individual goals.” She relishes building relationships with our clients, making them feel valued and essential to the financial planning process.
Born in Berkeley, Marlene has lived in the Bay Area most of her life. She attended Chabot College and Cal State Hayward and has her Associate of Arts Degree. Marlene enjoys the diverse culture of the Bay Area, including biking, hiking, wineries, theater and live music. She and her husband, David, have been married for thirty-eight years and have two sons.