Mike Kelley, CFP®
Mike, a lifelong resident of the Cleveland area, joined Carver Financial Services in 2014 with a passion for helping individuals and their families to be prepared as they transition into retirement. Mike is a CERTIFIED FINANCIAL PLANNER™ professional and has a strong background in finance after receiving his Bachelor of Business degree in Financial Planning from The University of Akron. In order to have the best advice for clients, he is committed to increasing his knowledge base through designations and continuing education. In addition to time spent with clients, Mike enjoys golf and is a member of his local basketball recreation league. Giving back to the community is important to Mike as he is an active volunteer at The Cleveland Food Bank and works closely with the Carver Cares team to help raise money and awareness for local charities. Additionally, Mike maintains his Series 7, 24 and 66 licenses, as well as a life, health and annuity insurance license.
CFP® |CERTIFIED FINANCIAL PLANNER™| Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.