Aaron Kelly CFP®

Aaron Kelly CFP®

Financial Planner

Aaron Kelly, a Financial Planner at Academy Financial Inc., provides holistic financial planning services to business owners and career-oriented professionals. While the scope of the planning is specific to each person, the key pillars of holistic financial planning are: cash flow optimization, retirement planning, investment coordination, personal risk management, estate planning, and more. Aaron Kelly joined Academy Financial in 2015. Prior to becoming a planner, he spent 3 years para-planning for multiple Partners and Associates at his firm.

 

Areas of Expertise

  • Asset Allocation

  • Risk Management

  • Security and Product Selection

Mission

As an advisor, it is my responsibility to help my clients understand all of their options and then make informed decisions that are best for them and their family.

Personal Information

Aaron resides in Baltimore, MD with his wife Susie. In his free time you can usually find him playing soccer at Bonvegna Field, or walking his dog Boh around Patterson Park. He also enjoys any excuse to get on the golf course whenever possible.

Community Involvement

Aaron is proudly serving as the Executive Director of the Greater Chesapeake Charitable Foundation. Their mission is to build a better community by helping local non-profits achieve their goals and be as effective as possible in their efforts.

Certifications

  • CERTIFIED FINANCIAL PLANNERTM certification

  • Life and Health Insurance Licensed

  • FINRA Registration: Series 7 and 65

Education

  • BS, Kutztown University

Phone 410.825.6062
Fax 410.825.0034