Michael Kelley, Cfp®
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Michael Kelley, Cfp® Email & Phone Number

Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals at Cornerstone Wealth Management
Location: Westlake, Ohio, United States 11 work roles 2 schools
1 work email found @cornerstonewealthmgmt.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@cornerstonewealthmgmt.com
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Role
Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals
Location
Westlake, Ohio, United States

Who is Michael Kelley, Cfp®? Overview

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Quick answer

Michael Kelley, Cfp® is listed as Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals at Cornerstone Wealth Management, based in Westlake, Ohio, United States. AeroLeads shows a work email signal at cornerstonewealthmgmt.com and a matched LinkedIn profile for Michael Kelley, Cfp®.

Michael Kelley, Cfp® previously worked as Vice President at Cornerstone Wealth Management and CERTIFIED FINANCIAL PLANNER™ at Kelley Financial Planning. Michael Kelley, Cfp® holds Bachelors, Personal Finance from The University Of Akron.

Company email context

Email format at Cornerstone Wealth Management

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*@cornerstonewealthmgmt.com
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AeroLeads found 1 current-domain work email signal for Michael Kelley, Cfp®. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Portfolio Management, Microsoft Office, Financial Modeling, Strategic Financial Planning, and 9 others.

Current workplace

Michael Kelley, Cfp®'s current company

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Cornerstone Wealth Management
Cornerstone Wealth Management
Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals
AeroLeads page
11 roles

Michael Kelley, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President

Current

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.

Oct 2020 - Present

Certified Financial Planner™

Kelley Financial Planning

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.

Jul 2018 - Oct 2020

Financial Advisor

Axa Advisors - Wealth Guard Financial

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.

Oct 2017 - Jun 2018

Financial Advisor

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.

Mar 2014 - Oct 2017

Financial Advisor

Carver Financial Services

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.

Mar 2014 - Oct 2017

Insurance Associate

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.

May 2013 - Mar 2014

Manufacturing Assembler

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.

Jun 2008 - Sep 2012

Server

Mavis Winkles

Provided excellent patron experience through phenomenal customer service.

Jun 2009 - Jun 2010
2 education records

Michael Kelley, Cfp® education

Bachelors, Personal Finance

The University Of Akron

General Studies

Streetsboro High
FAQ

Frequently asked questions about Michael Kelley, Cfp®

Quick answers generated from the profile data available on this page.

What company does Michael Kelley, Cfp® work for?

Michael Kelley, Cfp® works for Cornerstone Wealth Management.

What is Michael Kelley, Cfp®'s role at Cornerstone Wealth Management?

Michael Kelley, Cfp® is listed as Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals at Cornerstone Wealth Management.

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

AeroLeads has found 1 work email signal at @cornerstonewealthmgmt.com for Michael Kelley, Cfp® at Cornerstone Wealth Management.

Where is Michael Kelley, Cfp® based?

Michael Kelley, Cfp® is based in Westlake, Ohio, United States while working with Cornerstone Wealth Management.

What companies has Michael Kelley, Cfp® worked for?

Michael Kelley, Cfp® has worked for Cornerstone Wealth Management, Kelley Financial Planning, Axa Advisors - Wealth Guard Financial, Raymond James Financial Services, Inc., and Carver Financial Services.

How can I contact Michael Kelley, Cfp®?

You can use AeroLeads to view verified contact signals for Michael Kelley, Cfp® at Cornerstone Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Kelley, Cfp® attend?

Michael Kelley, Cfp® holds Bachelors, Personal Finance from The University Of Akron.

What skills is Michael Kelley, Cfp® known for?

Michael Kelley, Cfp® is listed with skills including Portfolio Management, Microsoft Office, Financial Modeling, Strategic Financial Planning, Customer Satisfaction, Powerpoint, Investments, and Risk Management.

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