Mike Kelly, Cfp®, Cpc, Rlp®

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

Financial Planner, Executive Coach, Board Director @ Kelly Financial Planning, LLC
Mike Kelly, Cfp®, Cpc, Rlp®'s Location
Cincinnati, Ohio, United States, United States
Mike Kelly, Cfp®, Cpc, Rlp®'s Contact Details
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.

Mike Kelly, Cfp®, Cpc, Rlp®'s Current Company Details
Kelly Financial Planning, LLC

Kelly Financial Planning, Llc

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Financial Planner, Executive Coach, Board Director
Mike Kelly, Cfp®, Cpc, Rlp® Work Experience Details
  • Kelly Financial Planning, Llc
    Founder And Principal
    Kelly Financial Planning, Llc 2016 - Present
    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.
  • Right Path Enterprises, Llc
    Managing Partner
    Right Path Enterprises, Llc 2016 - Present
    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.
  • Warsaw Federal Savings And Loan
    Member, Board Of Directors
    Warsaw Federal Savings And Loan Jul 2023 - Present
    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.
  • Macy'S
    Vice President, Learning & Development
    Macy'S 2007 - 2016
    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.
  • Macy'S
    Member, Divisional Board
    Macy'S 2007 - 2016
    New York, Ny, Us
  • Macy'S
    Director, Learning & Development
    Macy'S 2006 - 2007
    New York, Ny, Us
    Realigned training systems and introduced performance metrics and accountability. Results included reduced call-center turnover and improved customer satisfaction ratings.
  • Michelin
    Dealer Sales Development/Major Account Manager
    Michelin 2002 - 2006
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr
    Held a variety of management positions in human resources, sales, production, and finance for this top-selling tire brand. Accomplishments include executing a consistent distribution strategy for the company’s commercial dealer network and implementing a JIT supply program that both lowered costs and increased sales.
  • Michelin
    Fleet Contract Manager
    Michelin 1999 - 2002
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr
  • Michelin
    Territory Sales Manager
    Michelin 1996 - 1999
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr
  • Michelin
    North American Stagiare Corporate Executive
    Michelin 1996 - 1996
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr
  • Michelin
    Area Human Resources Manager
    Michelin 1993 - 1996
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr
  • Michelin
    Employee Services Manager
    Michelin 1991 - 1993
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr
  • Michelin
    Production Supervisor
    Michelin 1990 - 1991
    Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr

Mike Kelly, Cfp®, Cpc, Rlp® Skills

Leadership Development Strategic Planning Management Leadership Sales Team Building Public Speaking Change Management Program Management Coaching Human Resources Recruiting Training Organizational Development Financial Planning

Mike Kelly, Cfp®, Cpc, Rlp® Education Details

  • Mars Hill University
    Mars Hill University
    Business Administration/Management
  • Webster University
    Webster University
    Business Administration

Frequently Asked Questions about Mike Kelly, Cfp®, Cpc, Rlp®

What company does Mike Kelly, Cfp®, Cpc, Rlp® work for?

Mike Kelly, Cfp®, Cpc, Rlp® works for Kelly Financial Planning, Llc

What is Mike Kelly, Cfp®, Cpc, Rlp®'s role at the current company?

Mike Kelly, Cfp®, Cpc, Rlp®'s current role is Financial Planner, Executive Coach, Board Director.

What is Mike Kelly, Cfp®, Cpc, Rlp®'s email address?

Mike Kelly, Cfp®, Cpc, Rlp®'s email address is mi****@****ses.com

What is Mike Kelly, Cfp®, Cpc, Rlp®'s direct phone number?

Mike Kelly, Cfp®, Cpc, Rlp®'s direct phone number is +151337*****

What schools did Mike Kelly, Cfp®, Cpc, Rlp® attend?

Mike Kelly, Cfp®, Cpc, Rlp® attended Mars Hill University, Webster University.

What are some of Mike Kelly, Cfp®, Cpc, Rlp®'s interests?

Mike Kelly, Cfp®, Cpc, Rlp® has interest in Economic Empowerment, Education, Poverty Alleviation, Arts And Culture, Health.

What skills is Mike Kelly, Cfp®, Cpc, Rlp® known for?

Mike Kelly, Cfp®, Cpc, Rlp® has skills like Leadership Development, Strategic Planning, Management, Leadership, Sales, Team Building, Public Speaking, Change Management, Program Management, Coaching, Human Resources, Recruiting.

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