Lisa A. Kelly,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa A. Kelly, CFP®

CPA/PFS,

President

Federmann Financial Advisors Inc.

745 Route 25A, Ste C
Rocky Point, NY 11778
FINANCIAL ADVISOR'S WEBSITE
(631) 981-1904

General

Lisa Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Federmann Financial Advisors Inc. in Rocky Point, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Getting Married, Retirement, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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