Owen E. Kelly, Cfp®

Owen E. Kelly, Cfp® Email and Phone Number

Financial Advisor at Financial Voyages, LLC @ Financial Voyages, LLC
Owen E. Kelly, Cfp®'s Location
Malvern, Pennsylvania, United States, United States
Owen E. Kelly, Cfp®'s Contact Details

Owen E. Kelly, Cfp® work email

Owen E. Kelly, Cfp® personal email

n/a
About Owen E. Kelly, Cfp®

With my experience working with high-net-worth retirement plan participants, my passion for individualized financial planning drove me to join Financial Voyages. I am passionate about continually improving my client’s financial situation by working with them to reach their financial goals. With my experience in helping a broad range of investors, I can assist in setting a variety of goals followed by building a financial plan to set my clients on the path of success.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Financial Voyages, LLC. Cambridge and Financial Voyages, LLC, are not affiliated. Cambridge does not offer tax advice. Financial Voyages, LLC and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Owen E. Kelly, Cfp®'s Current Company Details
Financial Voyages, LLC

Financial Voyages, Llc

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Financial Advisor at Financial Voyages, LLC
Owen E. Kelly, Cfp® Work Experience Details
  • Financial Voyages, Llc
    Financial Advisor
    Financial Voyages, Llc Jun 2023 - Present
    Harleysville, Pa, Us
    - Wealth management for a variety of investment accounts including retirement, education, and personal savings- Creating financial plans for investors in all walks of life- Providing financial advice on investments, insurance, tax/ estate planning, and other advisory services - Leading Financial Voyages' Investment Committee on research for all managed Variable Annuities and 401k investments
    View
  • Financial Voyages, Llc
    Financial Professional
    Financial Voyages, Llc Feb 2023 - Jun 2023
    Harleysville, Pa, Us
    View
  • Vanguard
    High Net Worth Executive Retirement Specialist
    Vanguard May 2022 - Feb 2023
    Valley Forge, Pa, Us
    - Explained to seasoned investors the nuances of tax strategies and relevant tax codes - Net Unrealized Appreciation, Roth in-plan conversions, 1099r distribution codes- Handled both qualified and non-qualified plans- Business Unit Trainer: Instructed Retirement Plan Services new hire classes
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  • Vanguard
    Specialized Services Representative
    Vanguard Dec 2021 - May 2022
    Valley Forge, Pa, Us
    - Promoted to be on Complex Resolution hotline to help associates with challenging conversations- Used customer service skills to receive perfect customer surveys 97% of the time - Used this ability to find solutions and soothe hostile participants
    View
  • Vanguard
    Retirement Plan Services Representative
    Vanguard Jun 2021 - Dec 2021
    Valley Forge, Pa, Us
    - Assisted participants with investment conversations while establishing their goals to find and further describe appropriate funds- Worked with participants to perform transactions such as investment exchanges, rollovers, withdrawals, and loans
    View
  • Sigmund Weis School Of Business At Susquehanna University
    Global Business Perspectives Team Coach
    Sigmund Weis School Of Business At Susquehanna University Aug 2018 - Nov 2020
    Selinsgrove, Pennsylvania, Us
    • Selected by professors to present to first year class of Sigmund Weis School of Business on research and analytical techniques such as a SWOT analysis they could use for future projects and presentations• Mentored a group of five first years on projects and public speaking to develop their interpersonal skills by meeting three to four times a week throughout the semester in person on top of reviewing and providing insight on their papers
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  • Bank Of New Zealand
    Project Management Intern
    Bank Of New Zealand Jun 2020 - Jul 2020
    Auckland, Nz
    • Collaborated in a team of four to analyze current studies and identify the specific threats COVID-19 is having on Small and Medium Enterprises which make up of 28% of New Zealand's GDP• Looked at trends of successful companies to brainstorm and prepare to implement solutions to aid in the digital transformation process to utilize growth opportunities and adapt to changing markets• Active participant in virtual meetings with external clients to discuss the firm’s digitization strategy and associated effects to gain an insight on how they operate and challenges they are facing
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  • Advantage Business Partnerships
    Consulting Intern
    Advantage Business Partnerships Sep 2019 - Nov 2019
    London, London, Gb
    • Conducted competitor analysis of other consulting firms by identifying competitors market positioning, ease of website navigation, and marketing strategies to learn how ABP may further grow client base • Researched and created presentation on executive training methods as part of their client talent strategy for international startup companies to enable a competitive advantage • Advanced business development through LinkedIn digital marketing efforts in addition to attending client meetings and networking events
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  • Captrust
    Assets And Liabilities Intern In Consulting Solutions Group
    Captrust May 2019 - Aug 2019
    Raleigh, Nc, Us
    • Contributed to the growth of CAPTRUST's Client Resource Manager by conducting the organization of financial statements and contracts for hundreds of different company’s retirement plans, using Excel to organize data in pivot tables to highlight vital information to assist in future projects• Participated in weekly intern training sessions designed to strengthen professional skills and introduce topics within the financial services industry including categorization of retirement plans• Volunteered in a number of service events through CAPTRUST. Including, The Special Olympics, Hope Reins, and teaching underprivileged children investing basics from The Daniel Center.
    View
  • City Of Ithaca, Ny
    Cass Park Supervisor
    City Of Ithaca, Ny Jun 2016 - Aug 2018
    • As one of 4 supervisors of Cass Park, responsibilities included: Assisting in planning lunch breaks for employees on top of consistently preparing the workplace for the day by ensuring the proper equipment was set up before employees and customers arrived in the morning• Enhanced how the team taught the NY State water safety program so the children were more engaged by streamlining content and providing a more engaging and entertaining delivery

Owen E. Kelly, Cfp® Education Details

  • Susquehanna University
    Susquehanna University
    Economics Minor

Frequently Asked Questions about Owen E. Kelly, Cfp®

What company does Owen E. Kelly, Cfp® work for?

Owen E. Kelly, Cfp® works for Financial Voyages, Llc

What is Owen E. Kelly, Cfp®'s role at the current company?

Owen E. Kelly, Cfp®'s current role is Financial Advisor at Financial Voyages, LLC.

What is Owen E. Kelly, Cfp®'s email address?

Owen E. Kelly, Cfp®'s email address is ow****@****ard.com

What schools did Owen E. Kelly, Cfp® attend?

Owen E. Kelly, Cfp® attended Susquehanna University.

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