Advisors at this firm
Kelsey W
CFP®, Series 66
Los Angeles, CA
BlackLines Financial
Kelsey Wilson is a CFP® professional with 10 years of experience in financial services. He is currently with BlackLines Financial, where he has worked since 2022, following a nine-year tenure at Northwestern Mutual Investment Services LLC. Kelsey also engages in a non-investment business as an insurance agent, selling life insurance, disability, long-term care, and annuities products. BlackLines Financial is a small firm based in Los Angeles, serving clients with a supported advisory model.
Renee C
CFP®, Series 63
Los Angeles, CA
BlackLines Financial
Renee Cohen is a CFP® with 10 years of industry experience, currently serving as a financial advisor at BlackLines Financial. She previously worked at Northwestern Mutual in various roles spanning from 2015 to 2024. In addition to her advisory duties, Renee is an insurance agent specializing in life, disability, long-term care, and annuities products. BlackLines Financial is a supported firm based in Los Angeles, serving clients with a focus on personalized wealth management solutions.
Zully R
Series 63, Series 66
Los Angeles, CA
BlackLines Financial
Zully Ruiz is a financial advisor at BlackLines Financial with one year of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Northwestern Mutual in various roles from 2022 to 2025. Before entering the financial industry, Ruiz spent nine years in hospitality management. BlackLines Financial is a small firm with three advisors that provides financial advisory services in Los Angeles.
