Matthew D. Kelly, CFP®
Matthew D. Kelly is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where he offers professional, comprehensive financial planning services to individuals and small businesses.
Education & Professional Credentials
01
Mercyhurst University | Bachelor of Arts in Finance02
CFP® Practitioner, Certified Financial Planner Board of Standards
Professional Experience
01
Prior to joining Allegheny Financial in 2010, Matt worked for a Washington, D.C. firm specializing in the design of executive retirement plans for various companies and health care systems02
Transitioned to the role of associate financial advisor in 201203
Transitioned to the role of financial advisor in 2017
Awards & Recognition
01
Repeat Recipient of Five Star Wealth Manager Award
Articles
- Staying Disciplined – The Impact of Being Out of the Market
- Taking Advantage of Tough Times
- The SECURE Act – Death of the Stretch IRA
- Staying Charitable to Charities—Not the IRS
- HELOC – An Ignored Financial Planning Tool
- Reimagining the Health Savings Account
- A Looming Tax Problem?
- 2018 Tax Law Changes: What Do They Mean to Me?
- A New Year’s Resolution
- Family Matters: Getting Your Financial House in Order
