Michael Kelley, Cfp®

Michael Kelley, Cfp® Email and Phone Number

Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals @ Cornerstone Wealth Management
Michael Kelley, Cfp®'s Location
Westlake, Ohio, United States, United States
Michael Kelley, Cfp®'s Contact Details

Michael Kelley, Cfp® work email

Michael Kelley, Cfp® personal email

n/a
About Michael Kelley, Cfp®

My work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet and LendingTree. I provide comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s many transitions. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and I always have a legal obligation to provide unbiased and trustworthy financial advice. I have clients from their mid-twenties to mid-seventies. They work in various professions. Some are retired. Some are about to get married. But they are all serious about working to achieve their financial goals. They want me to collaborate with them, hold them accountable, and help them maximize their fullest financial potential.

Michael Kelley, Cfp®'s Current Company Details
Cornerstone Wealth Management

Cornerstone Wealth Management

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Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals
Michael Kelley, Cfp® Work Experience Details
  • Cornerstone Wealth Management
    Vice President
    Cornerstone Wealth Management Oct 2020 - Present
    Westlake, Ohio, Us
    Cornerstone Wealth Management is a Fee-Only, Registered Investment Advisory (RIA) firm located in Westlake, Ohio. Providing comprehensive financial planning, retirement planning, and ongoing investment management to clients in Westlake, OH and across the country. As a fee-only, fiduciary, and independent financial advisory firm, we can never receive a commission of any kind, and always have a legal obligation to provide unbiased advice that's in your best interest.
  • Kelley Financial Planning
    Certified Financial Planner™
    Kelley Financial Planning Jul 2018 - Oct 2020
    Kelley Financial Planning provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, we are never paid a commission of any kind and have a legal obligation to provide unbiased and trustworthy financial advice.
  • Axa Advisors - Wealth Guard Financial
    Financial Advisor
    Axa Advisors - Wealth Guard Financial Oct 2017 - Jun 2018
    AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Wealth Guard Financial is not owned or operated by AXA Advisors or its affiliates.
  • Raymond James Financial Services, Inc.
    Financial Advisor
    Raymond James Financial Services, Inc. Mar 2014 - Oct 2017
    St. Petersburg, Florida, Us
    Helping our clients maintain and enhance their standard of living in the future while being comfortable today by providing the investment products and services that they need, the personal service that they deserve and the unbiased advice to achieve their goals that is professionally and morally required.
  • Carver Financial Services
    Financial Advisor
    Carver Financial Services Mar 2014 - Oct 2017
    Helping our clients maintain and enhance their standard of living in the future while being comfortable today by providing the investment products and services that they need, the personal service that they deserve and the unbiased advice to achieve their goals that is professionally and morally required.
  • Valmark Securities
    Insurance Associate
    Valmark Securities May 2013 - Mar 2014
    Akron, Ohio, Us
    Assisted high level (MDRT/Top of The Table qualifying) agents with product evaluation, selection and plan/illustration building. Maintained several evaluation studies to ensure highest quality materials and products for our agents. Met with the nation’s largest insurance companies to discuss new ideas and products. Conducted several studies that verify and maintain awareness of a product’s niche market.
  • Valmark Securities
    Insurance Intern
    Valmark Securities Dec 2012 - May 2013
    Akron, Ohio, Us
  • Axa Advisors
    Intern
    Axa Advisors May 2012 - Dec 2012
    New York, Ny, Us
  • General Motors
    Manufacturing Assembler
    General Motors Jun 2008 - Sep 2012
    Detroit, Michigan, Us
    Produce automobiles that achieve high quality standards.Promoted to Team Leader to help instruct 12 co-workers how to meet quality and output goals.Overseeing one particular part of the assembly line while making sure that safety standards are being adhered to.
  • Mavis Winkles
    Server
    Mavis Winkles Jun 2009 - Jun 2010
    Provided excellent patron experience through phenomenal customer service.
  • Cracker Barrel
    Server
    Cracker Barrel May 2007 - Jun 2008
    Lebanon, Tn, Us

Michael Kelley, Cfp® Skills

Portfolio Management Microsoft Office Financial Modeling Strategic Financial Planning Customer Satisfaction Powerpoint Investments Risk Management Coaching Financial Statement Analysis Finance Corporate Finance Insurance

Michael Kelley, Cfp® Education Details

  • The University Of Akron
    The University Of Akron
    Personal Finance
  • Streetsboro High
    Streetsboro High
    General Studies

Frequently Asked Questions about Michael Kelley, Cfp®

What company does Michael Kelley, Cfp® work for?

Michael Kelley, Cfp® works for Cornerstone Wealth Management

What is Michael Kelley, Cfp®'s role at the current company?

Michael Kelley, Cfp®'s current role is Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals.

What is Michael Kelley, Cfp®'s email address?

Michael Kelley, Cfp®'s email address is mk****@****gmt.com

What schools did Michael Kelley, Cfp® attend?

Michael Kelley, Cfp® attended The University Of Akron, Streetsboro High.

What skills is Michael Kelley, Cfp® known for?

Michael Kelley, Cfp® has skills like Portfolio Management, Microsoft Office, Financial Modeling, Strategic Financial Planning, Customer Satisfaction, Powerpoint, Investments, Risk Management, Coaching, Financial Statement Analysis, Finance, Corporate Finance.

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