Kelly Stanley, Cfp®, Mba Email & Phone Number
@bevfinancialgroup.com
3 phones found area 773
LinkedIn matched
Who is Kelly Stanley, Cfp®, Mba? Overview
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Kelly Stanley, Cfp®, Mba is listed as Wealth Advisor, Certified Financial Planner at The Cogent Advisor, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at bevfinancialgroup.com, phone signal with area code 773, and a matched LinkedIn profile for Kelly Stanley, Cfp®, Mba.
Email format at The Cogent Advisor
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AeroLeads found 1 current-domain work email signal for Kelly Stanley, Cfp®, Mba. Compare company email patterns before reaching out.
About Kelly Stanley, Cfp®, Mba
Most high-achieving women often find themselves with a to-do list a mile long, but keeping tabs on their financial life might not be at the top of their priority list. As a female professional, I know what it’s like to juggle a demanding career, as well as a full personal life.After years of working in corporate finance, I knew I wanted a change. I wanted to help busy professional women just like me take control of their financial future and live their best life.I am proud to be a Partner and Wealth Advisor at Cogent Strategic Wealth and be among the small percentage of women who have a Certified Financial Planner ™designation. As a Fiduciary, I am not only required to act in my client’s best interest; I am vigilant about it. As a busy professional mom, it can be difficult to make finances a priority. I’d love to work side-by-side with you to structure a personalized strategy to help you Live Life on Your Terms. Life will always be busy, but with a reliable partner that prioritizes your financial life, you’ll discover what’s possible for you and your family. At Cogent, we are with you through every step, acting as a trusted confidant and fearless guide, your first phone call when something happens. Let our team help you simplify your financial life, so you can focus on what really matters.As your wealth advisor and partner, my goals are to:• Bring order to your financial life and prepare you for the curve balls life may throw your way.• Provide objective advice based on peer-reviewed academic research.• Be your accountability partner to help you stay on track to reach your goals. Together, let’s Design, Build and Protect a Life on Your Terms.You define success. We help you achieve it. Start today.1. Schedule an intro phone call with me.2. Meet us online or in-person to create a plan tailored to you. 3. Follow your plan, while we continuously monitor and adjust, to keep you on track. Life happens, and I want to help you be ready for it. Contact me: kelly@cogentsw.com or (312) 382-8388 x2.
Listed skills include Financial Planning, Retirement Planning, Education Planning, Investments, and 3 others.
Kelly Stanley, Cfp®, Mba's current company
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Kelly Stanley, Cfp®, Mba work experience
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Wealth Advisor, Certified Financial Planner
Frequently asked questions about Kelly Stanley, Cfp®, Mba
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What company does Kelly Stanley, Cfp®, Mba work for?
Kelly Stanley, Cfp®, Mba works for The Cogent Advisor.
What is Kelly Stanley, Cfp®, Mba's role at The Cogent Advisor?
Kelly Stanley, Cfp®, Mba is listed as Wealth Advisor, Certified Financial Planner at The Cogent Advisor.
What is Kelly Stanley, Cfp®, Mba's email address?
AeroLeads has found 1 work email signal at @bevfinancialgroup.com for Kelly Stanley, Cfp®, Mba at The Cogent Advisor.
What is Kelly Stanley, Cfp®, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 773 for Kelly Stanley, Cfp®, Mba at The Cogent Advisor.
Where is Kelly Stanley, Cfp®, Mba based?
Kelly Stanley, Cfp®, Mba is based in Chicago, Illinois, United States while working with The Cogent Advisor.
What companies has Kelly Stanley, Cfp®, Mba worked for?
Kelly Stanley, Cfp®, Mba has worked for The Cogent Advisor.
How can I contact Kelly Stanley, Cfp®, Mba?
You can use AeroLeads to view verified contact signals for Kelly Stanley, Cfp®, Mba at The Cogent Advisor, including work email, phone, and LinkedIn data when available.
What skills is Kelly Stanley, Cfp®, Mba known for?
Kelly Stanley, Cfp®, Mba is listed with skills including Financial Planning, Retirement Planning, Education Planning, Investments, Disability Insurance, Finance, and Financial Services.
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