Kaliko Veiseh

Kaliko always knew she wanted to work in finance, and Soundmark turned out to be the perfect home for her.

Rather than waste energy on factors outside of her control, Kaliko strives to focus on the things in life she can do something about. Turns out, that guiding principle aligns perfectly with Soundmark’s philosophy that financial planning and investing doesn’t have to be complicated – that focusing less on Wall Street and more on what matters to each individual client will ultimately allow them to achieve their financial goals.

Building lasting relationships with her clients so that she can help them achieve those goals is what keeps Kaliko energized and excited about her job. Other things that excite her? Good food, traveling, spending time with family and friends, and celebrating her multi-cultural heritage.

Education

  • B.A. Finance and Management
    University of Washington
  • Certificate in Financial Planning
    Boston University

Credentials

  • Series 65 Registered Investment Advisor Representative

Memberships

  • Financial Planning Association (FPA)

Leadership/Philanthropy

  • Junior League of Boston
    Technology Manager (Elect)