BUSINESS PHILOSOPHY
When it comes to addressing your financial challenges and goals, working with a Financial Planner is a critical decision. The foundation of my philosophy is based upon assisting you as you work towards your financial goals and helping you protect those who depend on you.
CREDENTIALS
- Certified Financial Planner Certificant® since 2003
- Certified Divorce Financial Analyst® since 2013
- Series 7, 63 and 65 holder
- Bachelor of Liberal Arts, Ohio Wesleyan University
- 7 Year Five Star Wealth Manager Award Winner*
- Member, Financial Planning Association
- Member, Westerville Chamber of Commerce
SERVICES
- Retirement Planning
- Income Tax Planning Strategies
- Estate Planning Strategies
- Risk Management Strategies
- Business Planning Strategies
- Investment Management
- Employer Sponsored Qualified Plans (401(k), 403(b), Profit Sharing, Defined Benefit, etc.)
PROFILE
- Resident – Westerville, Ohio
- Mom to High School Sophomore & Junior
- Mom to Louie (goldendoodle) & Maggie (bernadoodle)
Amy Kelly is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial.
