Bernard Kiely (BA, CFP®, CPA, MBA)

Bernard Kiely focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

My typical client is in their mid to late 50s up to senior citizens - people who are at or close to retirement.  Someone will come in on Monday and say "Bernie I retired on Friday, I have so much money and I am scared to death.  "Please help me"

I prepare a retirement plan that goes from today out to their 95th birthday.  I look at all the things they will have to deal with during that time.


Additional Information

Go to  click on "Meet Bernie" to read all about me.  While you are there look at my two hour office consultation.

NAPFA Start Date

May 27, 1995


This Office

51 Dumont Pl Morristown, NJ 07960-4125 Phone: (973) 455-1894 Fax: (973) 644-2499