Specialties
About Me
As a Certified Financial Planner (CFP®) based in Toledo, OH, I help individuals and businesses navigate complex financial decisions with confidence.
My focus is on retirement planning, investment management, and 401(k) strategies, providing personalized solutions that align with my clients’ long-term goals. I work closely with clients to design sustainable retirement income strategies. I’m also passionate about financial education and frequently speak on topics like responsible borrowing, smart investing, and long-term financial security. My commitment to personalized service and fiduciary responsibility ensures that my clients receive advice tailored to their unique needs. Whether I’m helping individuals plan for retirement or assisting businesses in optimizing their workplace retirement plans, my goal is to provide clarity and confidence in financial decision-making. Outside of work, I love traveling internationally and cheering on the Toledo Mud Hens.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP, WMCP, CLTC
Chartered Designations
What do these credentials mean?
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Disclosures
Kate Kelley is an agent of and collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA (Kate CA Insurance License #4130768), AR, AZ, CO, FL, IL, LA, MD, MI, NY, OH, OK, PR, TN, TX, VA, and VT. No insurance business may be conducted outside of these states referenced. Kate Kelley is a Registered Representative of and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency in the states of CA, OH, MI, AZ, CO, IL, FL, MD, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities is a New York Life Company. Kate Kelley is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, and is licensed to offer advisory services in the states of AZ, CA, CO, FL, MD, MI, OH, OK, TN, and TX As such, these services are strictly intended for individuals residing in the specific state referenced. Eagle Strategies is a New York Life Company. Neither Premise Financial Group and its associates nor New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professionals regarding your particular situation. Premise Financial Group is not owned or operated by New York Life Insurance Company or any of its affiliates.