What makes us different
A Strategic Approach with a Personal Touch
Our comprehensive financial planning is for everyone, whether you are starting your first job or opening up your fourth successful million-dollar business.
Our Firm
Serving You For Over 10 Years
With over a decade of experience BlackLines, is dedicated to empowering clients with the tools and knowledge needed to navigate their financial journeys and write their own stories. With a mission to bring financial clarity and success to all.
Meet kelsey Wilson, CFP®
Founder of Black Lines Financial
Kelsey Wilson, CFP®, is a seasoned CERTIFIED FINANCIAL PLANNER® with over a decade of experience. He specializes in working with business owners and individuals in the entertainment and tech industries.
As the founder of BlackLines, Kelsey is dedicated to empowering clients with the tools and knowledge needed to navigate their financial journeys and achieve their goals. His mission is to bring financial clarity and success to all.
Kelsey attended the business college at the University of Arizona, majoring in finance. Prior to started BlackLines he worked fulltime, interned and externed for multiple fortune 100 financial firms, where he not only learned what works for building a financial firm but also learned what does not work and needs to be changed.
Born and raised in Los Angeles, Kelsey is passionate about ensuring everyone has the opportunity to succeed, regardless of race or gender.Kelsey started BlackLines to super-serve his clients without the corporate red tape and practices that aren't always best for the client. He did not grow up wealthy, and the knowledge he has gained along his educational journey has completely changed the trajectory of his life and the lives of his clients and family.He is married to his wife Alexis, and they have a lovely dog named Mia.
Meet Kameron Graham
Operations Specialist
Kameron Graham is an Administrative Director based in Los Angeles, California. She graduated from the University of Arkansas at Pine Bluff with a BS in Pre-Physical Therapy. Kameron's role encompasses client communication, coordinating daily operational functions, and analyzing financial data. She is a crucial member of our team who uses her positive attitude and result-driven mindset to facilitate Blacklines' success as a financial firm with the goal of making an impact on her community.
Aside from her professional role, Kameron has a naturally inquisitive mind that enables her to know various random facts. In her spare time, she enjoys attending concerts, traveling, trying new restaurants, and spending time with her friends and family.
Meet Zully Ruiz, MBA
Financial Planning Resident, Client Service Associate
Zully's transition to the financial industry is a natural step after a successful 22-year career in luxury hospitality. She was a Project Manager for nine years at Michael Scott Dell (MSD) Hospitality, now DFO Management, LLC' She also held leadership roles at top brands like Shangri-La, Rosewood, and The Peninsula Hotels.
Committed to continuous learning, Zully holds an MBA in Hospitality Management from École Hôtelière de Lausanne, a Bachelor of Science in Business Management from the University of Utah, and three Executive Education Certifications from Cornell and Harvard.
Zully also loves giving back to the community. She volunteers as a docent at the Annenberg Community Beach House in Santa Monica and serves as the alumni representative for her Swiss alma mater in Los Angeles.
Her passion for life shines through her work and family time, as well as spending time in her community in Brentwood, California.
Renee Cohen, CFP®
NEXA WEALTH Founder CERTIFIED FINANCIAL PLANNER®
Meet Renee - a financial planner who’s rewriting the rules of wealth-building for ambitious women and entrepreneurs. As the Founder of Nexa Wealth Planning and a Certified Financial Planner™ (CFP®), Renee blends over a decade of expertise with a personal mission: to make financial confidence accessible for women navigating their next big chapter.
Her journey began in New York, where a passion for sports turned into a successful career in sports media. But Renee’s true calling emerged when she realized a significant gap in the financial world: successful women like herself were building wealth but lacked the strategies to manage it effectively. This realization sparked her transition into financial planning, where she developed the Nexa Wealth Framework, a personalized approach that empowers clients to gain clarity, take control, and create financial strategies that align with their goals.
Renee is dedicated to helping her clients build financial confidence and turn their dreams into actionable plans. Whether it’s creating a lasting legacy or achieving a work-optional lifestyle, she’s passionate about guiding women toward the freedom to live life on their own terms.
Based in Los Angeles with her partner, Jamaal, and their dog, Sophie, Renee is also an advocate for gender equality, working with organizations like The Bold Collective and the XX Project to make an impact beyond finance.
