Fee Only Financial Advisor About Us
Mark Kelly, CERTIFIED FINANCIAL PLANNER™
As a father of two daughters, Mark learned how complicated and emotional it is in helping choose and pay for a child’s education. Although, he had 25 plus years in Financial Services and a wife who worked in College Admissions, he came to a greater understanding of the impact sending your children has on your overall financial health. As a Dave Ramsey Master Financial Coach he has seen how nearly 80% of people in the country are living paycheck to paycheck. The 5th Baby Step in Dave Ramsey’s 7 Step Process is about paying for college. Most advisors typically think college planning is only a savings issue with a 529 plan or similar as the method to accomplish your goal. Mark has learned it is about being intentional with your money and helps clients achieve a balance in paying for both college and retirement.
Mark completed his Personal Financial Planning coursework at Southern Methodist University in Dallas, TX and earned his Undergraduate degree in business from St. Bonaventure University in western New York. As an avid supporter of Dave Ramsey’s 7 Baby Steps he also has completed the Ramsey Finacial Coach Master Training program.
Our Mission
Our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save ON college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
Today, parents of college-bound children should be able to expect more than just simplistic, one-size-fits-all savings strategies from their financial advisor. With us, you can expect more and I’ll deliver more!
Originally from just outside New York City, Mark has been a North Carolina resident since 2014 after living in Barrington, Rhode Island and Dallas, TX. He lives in the Bloomsbury neighborhood in the 5 Points area of Raleigh. Mark is active member of the North Raleigh/Wake Forest Community and is an active member of the WakeField Rotary Club of Wake Forest. The Club focuses on community activities to help the youth in the community. We help the local YMCA, Boys and Girls Club and other community orgnanizations. He is happy to be here as his wife grew up in NC and has family in Morehead City and Beaufort.
Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo
At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.
Address
4801 Glenwood Avenue
Suite 200-630
Raleigh NC 27612
Phone
Disclaimer
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.
Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Website by Digital Product Pro
