Matthew  Kelly,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Kelly, CFP®

CFA, CIMA®

Portfolio Manager

Ironwood Investment Counsel, LLC

6263 N. Scottsdale Road, Suite 200
Scottsdale, AZ 85250
FINANCIAL ADVISOR'S WEBSITE
(480) 609-4700

General

Matthew Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ironwood Investment Counsel, LLC in Scottsdale, AZ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Stocks & Bonds, Long-term Care, Medical & Health Issues

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