Michael Kelley, Cfp® Email and Phone Number
Michael Kelley, Cfp® work email
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Michael Kelley, Cfp® personal email
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.
Cornerstone Wealth Management
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Vice PresidentCornerstone Wealth Management Oct 2020 - PresentWestlake, Ohio, UsCornerstone 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. -
Certified Financial Planner™Kelley Financial Planning Jul 2018 - Oct 2020Kelley 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.
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Financial AdvisorAxa Advisors - Wealth Guard Financial Oct 2017 - Jun 2018AXA 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.
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Financial AdvisorRaymond James Financial Services, Inc. Mar 2014 - Oct 2017St. Petersburg, Florida, UsHelping 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. -
Financial AdvisorCarver Financial Services Mar 2014 - Oct 2017Helping 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.
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Insurance AssociateValmark Securities May 2013 - Mar 2014Akron, Ohio, UsAssisted 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. -
Insurance InternValmark Securities Dec 2012 - May 2013Akron, Ohio, Us -
InternAxa Advisors May 2012 - Dec 2012New York, Ny, Us -
Manufacturing AssemblerGeneral Motors Jun 2008 - Sep 2012Detroit, Michigan, UsProduce 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. -
ServerMavis Winkles Jun 2009 - Jun 2010Provided excellent patron experience through phenomenal customer service.
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ServerCracker Barrel May 2007 - Jun 2008Lebanon, Tn, Us
Michael Kelley, Cfp® Skills
Michael Kelley, Cfp® Education Details
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The University Of AkronPersonal Finance -
Streetsboro HighGeneral 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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