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Degrees
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M.S. Banking & Money Management
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My Expert Service
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I am a Certified Financial Planner CFP(R, Certified College Planning Specialist(CCPS)and Chartered Mutual Funds Counselor (CMFC)
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Experience & Qualifications
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I have over 10 years of experience in the Financial industry with a focus on Fee-Only Financial Planning and Investment Advice. My focus in this forum is on College Planning however I am open to receiving questions from individuals seeking answers to general financial questions.
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Available Modes Of Communication
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email/chat
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Most Recent Client Reviews
(Read all 1 reviews)
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by
sethio
on
Jan 27 2009
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(Read all 1 reviews)
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Contact
William Kelly
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