Jenny Martella (CFP®, MBA)

Jenny Martella focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Tax Planning

Planning Specialties

Prior to joining Keatley Wealth Management (KWM) in 2012, Jenny Martella enjoyed a 15-year career working as a commercial loan officer and private banker to high net worth clients.  Jenny’s primary role at Keatley Wealth Management has been financial planning and client service.  She assumed the position as Director of Financial Planning in 2014.

Jenny has always had a strong personal interest in financial planning.  She decided to pursue it as a career when she noticed many friends and family members receiving poor or inadequate advice from financial professionals in the wake of the 2008-2009 financial crisis. This decision led her to successfully complete the Financial Planner graduate course of study at Queens University and earn the CFP® (CERTIFIED FINANCIAL PLANNER™) marks of distinction.  

Additional Information

After researching many financial planning practices in Charlotte, Jenny joined KWM because of her strong belief in the value of independent fee-only advice and the firm’s mission to serve clients in a fiduciary capacity.  She was also drawn to KWM’s commitment to provide each client with comprehensive planning and evidenced-based, cost-effective investment solutions.

Jenny lives in Charlotte, North Carolina with her husband and two children.  An avid swimmer/cyclist/runner, Jenny likes to compete in local triathlons and swims on a U.S. Masters swim team.  She is a Girl Scout troop leader, and loves helping girls develop leadership skills and a love of nature.  She volunteers regularly at her church, and is currently serving on the Stewardship/Finance Leadership Board.

 

 

 

NAPFA Start Date

February 06, 2015

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This Office

7615 Colony Rd Ste 120 Charlotte, NC 28226-5001 Phone: (704) 540-5535 Fax: (704) 540-5535