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Mike Kelly, Cfp®, Cpc, Rlp® Email & Phone Number

Financial Planner, Executive Coach, Board Director at Kelly Financial Planning, LLC

Location: Cincinnati, Ohio, United States 13 work roles 2 schools

1 work email found @kellyfinancialplanning.com 10 phones found area 513, 803, and 843 LinkedIn matched

✓ Verified July 2026 4 data sources Profile completeness 100%

Current company

Kelly Financial Planning, LLC

Role

Financial Planner, Executive Coach, Board Director

Location

Cincinnati, Ohio, United States

Who is Mike Kelly, Cfp®, Cpc, Rlp®? Overview

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Mike Kelly, Cfp®, Cpc, Rlp® is listed as Financial Planner, Executive Coach, Board Director at Kelly Financial Planning, LLC, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at kellyfinancialplanning.com, phone signal with area code 513, 803, 843, and a matched LinkedIn profile for Mike Kelly, Cfp®, Cpc, Rlp®.

Mike Kelly, Cfp®, Cpc, Rlp® previously worked as Founder and Principal at Kelly Financial Planning, Llc and Managing Partner at Right Path Enterprises, Llc. Mike Kelly, Cfp®, Cpc, Rlp® holds Bs, Business Administration/Management from Mars Hill University.

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Email format at Kelly Financial Planning, LLC

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{first}@kellyfinancialplanning.com

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Profile bio

About Mike Kelly, Cfp®, Cpc, Rlp®

I am Mike, an entrepreneur, author, speaker, board director, certified coach, Certified Financial Planner®, and Registered Life Planner®, who specializes in helping you conquer worries about time and money, unlocking new possibilities.As Principal of Kelly Financial Planning, LLC, I guide clients in clarifying their financial goals and making informed decisions. My fee-only financial planning services are accessible to individuals regardless of net worth or income level, with flexible payment options available by the hour or per project.I also serve as the Managing Member of Right Path Enterprises, LLC, where I help clients enhance their leadership skills through consulting, training, and coaching services delivered with distinction and integrity.With a background as a former corporate senior executive, I have held various leadership roles at Macy’s Department Stores and Michelin Tire Corporation. My experience spans finance, operations, sales, and human resources. I am known for being an authentic leader who prioritizes integrity and trust. I pride myself on being an effective listener, asking insightful questions, and inspiring those around me.I possess strong skills in strategy, innovation, and leading organizations through change. My intellectual curiosity drives me to achieve results within complex environments, and I am committed to doing things the right way.I have extensive boardroom experience and have held leadership positions on various boards. Currently, I am an Independent Director at Warsaw Federal Savings and Loan, and I proudly serve as Past Chairman and Trustee Emeritus of the Board of Trustees at my alma mater, Mars Hill University in North Carolina. Additionally, I have been actively involved with Rotary International for over 24 years, serving in multiple leadership roles, including co-chair of the Board of Directors for Rotary’s D.E.I. initiative in the Heart of America Region, which serves over 1,500 clubs and 67,000 members across 13 states. I also served as District Governor for Southwest Ohio.I am the author of "Leaderfluence: Secrets of Leadership Essential to Effectively Leading Yourself and Positively Influencing Others," where I share insights on impactful leadership.To connect with me or learn more about my work, you can reach out via LinkedIn, email me at mike@rightpathenterprises.com, visit my website at rightpathenterprises.com, or call me at 513-379-2527.

Listed skills include Leadership Development, Strategic Planning, Management, Leadership, and 11 others.

Current workplace

Mike Kelly, Cfp®, Cpc, Rlp®'s current company

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Kelly Financial Planning, Llc

Financial Planner, Executive Coach, Board Director

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Company profile

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13 roles · 37 years

Mike Kelly, Cfp®, Cpc, Rlp® work experience

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Founder And Principal

Current

Kelly Financial Planning, Llc

Cincinnati, Oh, Us

As the leader of a cutting-edge financial planning and advisory firm, we deliver hourly fee-only services that include thorough analyses and customized financial solutions. Our mission is to create individualized plans that meet your unique objectives. Our services also include dynamic financial education programs for organizations that not only boost employees' financial literacy but also strengthen their financial decision-making skills, contributing to a more proficient and engaged workforce.

2016 - Present ~10 yrs 6 mos

Managing Partner

Current

Right Path Enterprises, Llc

Cincinnati, Oh, Us

Oversee a talent and leadership development firm that caters to senior executives and organizations across corporate, educational, governmental, and non-profit sectors. Drive exceptional individual and organizational results by delivering consulting, coaching, training, strategic planning, and leadership development services aimed at accelerating growth and enhancing profitability.

2016 - Present ~10 yrs 6 mos

Member, Board Of Directors

Current

Warsaw Federal Savings And Loan

Cincinnati, Oh, Us

As a Minority Depository Institution (MDI) and community asset, we serve our customers by listening and delivering focused solutions based on their needs.

Jul 2023 - Present

Vice President, Learning & Development

Macy'S

New York, Ny, Us

Promoted to newly-created position to lead change initiatives, boost employee engagement, and improve performance in this division of 5,600-employees managing Macy’s corporate credit system including credit card approvals and transactions.Named to Macy’s Divisional Board, its Strategic Leaders Program and Human Resources Advisory Council.Conceived a centralized approach and created a new department for learning and development of employees. Results included increased customer satisfaction scores to a new record level, reduction in training time via use of eLearning (forming the only eLearning team in the company), and significant annual cost savings. Created a business intelligence/analytics team to evaluate effectiveness of learning initiatives.Spearheaded company-wide change with the conversion of the corporate credit system affecting 3,400 domestic and offshore employees. Results included enhanced speed and lowered costs.Conceived and led a project to stimulate a more innovative culture that resulted in higher employee engagement scores as well as a significant increase in sharing of ideas across the organization.

2007 - 2016 ~9 yrs

Member, Divisional Board

Macy'S

New York, Ny, Us

2007 - 2016 ~9 yrs

Director, Learning & Development

Macy'S

New York, Ny, Us

Realigned training systems and introduced performance metrics and accountability. Results included reduced call-center turnover and improved customer satisfaction ratings.

2006 - 2007 ~1 yr