Mark Kelly (CFP®)

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

  • AUM
  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues

Planning Specialties

College Funding

We have found many parents only want the best for their children and before they think about Retirement they are often challenged to figure out how to pay for college. Often taking on loans to do so robbing them of dollars needed for retirement. Student Loan debt recently exceeded $1.5 TRILLION which far exceeds even credit card debt.  Our goal is to end the student loan crisis one student and parent at a time. You deserve the retirement you have worked hard to achieve.

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Additional Information

NAPFA Start Date

April 10, 2019


This Office

4801 Glenwood Avenue Suite 200 PMB 630 Raleigh, NC 27612 Phone: (919) 391-7526