Mark S. Kelly, CFP® University Financial Strategies, LLC.

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About Mark S. Kelly, CFP®

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 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 Wakefield Plantation in North Raleigh near Wake Forest. 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.

See me on Facebook:
https://www.facebook.com/universityfinancialstrategies

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Ideal Clients

  • College Planning
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly: $100+/mo
  • AUM: 1.25%
  • Fixed: $1,200+

SEC Records

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