Mike Kelley, CFP®, CLU®
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 Chartered Life
Underwriter. He has a strong background in finance and received 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 spending time with his fiancee,
Krista, and being out on the golf course. 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.
CLU® / Chartered Life Underwriter /Candidates for the CLU® designation must complete a
minimum of eight courses and 16 hours of supervised examinations. They must also fulfill
stringent experience and ethics requirements. Over 102,000 individuals have been awarded the
CLU® designation since The College was founded in 1927.