Kelly Stanley, Cfp®, Mba

Kelly Stanley, Cfp®, Mba Email and Phone Number

Wealth Advisor, Certified Financial Planner @ The Cogent Advisor
Chicago, IL, US
Kelly Stanley, Cfp®, Mba's Location
Chicago, Illinois, United States, United States
Kelly Stanley, Cfp®, Mba's Contact Details

Kelly Stanley, Cfp®, Mba personal email

Kelly Stanley, Cfp®, Mba phone numbers

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.

Kelly Stanley, Cfp®, Mba's Current Company Details
The Cogent Advisor

The Cogent Advisor

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Wealth Advisor, Certified Financial Planner
Chicago, IL, US
Kelly Stanley, Cfp®, Mba Work Experience Details
  • The Cogent Advisor
    Wealth Advisor, Certified Financial Planner
    The Cogent Advisor
    Chicago, Il, Us

Kelly Stanley, Cfp®, Mba Skills

Financial Planning Retirement Planning Education Planning Investments Disability Insurance Finance Financial Services

Frequently Asked Questions about Kelly Stanley, Cfp®, Mba

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 current company?

Kelly Stanley, Cfp®, Mba's current role is Wealth Advisor, Certified Financial Planner.

What is Kelly Stanley, Cfp®, Mba's email address?

Kelly Stanley, Cfp®, Mba's email address is ks****@****oup.com

What is Kelly Stanley, Cfp®, Mba's direct phone number?

Kelly Stanley, Cfp®, Mba's direct phone number is +177323*****

What are some of Kelly Stanley, Cfp®, Mba's interests?

Kelly Stanley, Cfp®, Mba has interest in Electronics, Home Improvement, Music, Movies, Home Decoration.

What skills is Kelly Stanley, Cfp®, Mba known for?

Kelly Stanley, Cfp®, Mba has skills like Financial Planning, Retirement Planning, Education Planning, Investments, Disability Insurance, Finance, Financial Services.

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