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

Mike Kelly, CFP®

Kelly Financial Planning

9435 Waterstone Boulevard, Suite 140
Cincinnati, OH 45249
(513) 379-2527 CONNECT WITH Mike
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General

Mike Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kelly Financial Planning in Cincinnati, OH and the surrounding communities.

Financial Advisor Overview

Mike Kelly is Founder and Principal Advisor of Kelly Financial Planning, LLC, a Fee-Only financial planning firm in Cincinnati, Ohio. Mike helps individuals, families and groups from all walks of life "Strengthen the Core" in their financial lives, helping them achieve financial freedom and peace of mind. He does this by providing financial planning and advice on an hourly, as needed or project basis to people regardless of net worth or level of income. He does not accept commissions from mutual fund companies, brokerage firms or any third party. His advice is objective, transparent and always in the best interest of his clients.

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Financial Advisor Experience

Mike is a CERTIFIED FINANCIAL PLANNER® professional. He is also a Certified Executive Coach, and a Registered Life Planner®. Mike is a student of personal finance and has been for over 25 years. He had long-term goals of making an early transition from his corporate career, investing more time serving his community and opening his own financial planning firm. His goals were realized when he resigned from a Vice President's role with Macy's in 2016 to assume the volunteer role of District Governor for Rotary International in Southwest Ohio. In 2017, he founded Kelly Financial Planning. Mike has a genuine interest in being of service and helping others by sharing his knowledge and expertise with excellence and integrity.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Life Planner, RLP® Certified Professional Coach, CPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Retirement, Life Planning

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Helpful Financial Planning Resources