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Mike Kelly (CFP®)

Mike Kelly focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • Financial Psychology/Coaching
  • Hourly
  • Retirement Plan Investment Advice

Planning Specialties

Mike is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the right to use the CFP® mark of distinction by completing a professional course of study followed by a rigorous 6-hour certification examination and by providing proof of extensive practical experience. To maintain certification, he must satisfy ongoing ethics and education requirements.

Mike is also a Certified Life and Executive Coach, credentialed by the Center for Coaching Certification. Becoming a Certified Professional Coach involves completing the Center for Coaching Certification’s training and education requirements. It also involves coaching practicums where you experience hands-on coaching: you coach, are coached, and observe coaching. To maintain certification, he must satisfy ongoing education requirements.

He received his B.S. in Business Administration from Mars Hill University, where he is Past Chairman and Trustee Emeritus of the Board of Trustees, and his M.A. in Business Administration from Webster University.

Additional Information

In addition to Kelly Financial Planning, Mike owns a consulting company, Right Path Enterprises, LLC, with his wife. They are native South Carolinians, who currently live in the Cincinnati, OH area. When he’s not working with clients, Mike enjoys reading, traveling, exercising, investing and playing golf. Mike also enjoys serving his community. He serves as a board and committee member for several non-profit organizations in Ohio and North Carolina.

NAPFA Start Date

January 04, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9435 Waterstone Blvd Ste 140 Cincinnati, OH 45249-8229 Phone: (513) 379-2527
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