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Kevin Kelly

Wealth Advisor

Hergenroeder Financial Advisors Inc

United States, District of Columbia, Washington

About Me

Kevin Kelly is originally from Montgomery County, Maryland. He earned a Bachelor of Science degree in Business Administration with a concentration in Finance and Financial Planning from Winthrop University in South Carolina. Winthrop University has one of the top nationally ranked programs in financial planning. Throughout his education, Kevin completed coursework such as Principles of Financial Planning, Financial Plan Development, Investment Management, Employee Benefits and Retirement Planning, Introduction to Tax, and Estate Planning. Currently, he is preparing for the last course of the CFP® curriculum—Insurance and Risk Management. He will then begin preparation for the CFP® certifi

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Profile Information

Wealth Advisor

Hergenroeder Financial Advisors Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Washington

District of Columbia

United States

Aug 2, 2024

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