Nick Alan O'Kelly,  CFP<sup>&reg;</sup> - Financial Advisor

Nick Alan O'Kelly, CFP®

RICP®

Lead Advisor

Cadence Wealth Partners

3303 Greenhurst Dr
Matthews, NC 28104-0408
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General

Nick O'Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cadence Wealth Partners in Matthews, NC and the surrounding communities.

Financial Advisor Overview

We are here for our clients first and foremost. We want to see everyone achieve their goals and make their financial dreams a reality. Our clients are the lifeblood of everything we do as a firm.

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Financial Advisor Experience

I've spent the last 2 years as a lead advisor. I come from a Special Operations military background and have a long track record of achieving results!

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Government & Military, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources