Kelly Reddy-Heffner
I help people build confidence with their money decisions. I believe all financial planning clients deserve the professional advice of a fiduciary financial expert.
12 Starlight Drive , Greencastle, PA 717-643-0053 kelly.heffner02@financialogiq.com
Kelly Reddy-Heffner
Partner with someone who will advocate for your financial success. Certificate in Financial Planning from Boston University and successful completion of the CFP exam, Certified Student Loan Professional, CSLA Board of Standards, Series 65, MBA Duquesne University Graduate School of Business, BA from the University of Pittsburgh. Prepared for surprises, ready to work hard, committed to the advancement of women, goal-oriented. Experienced in the lands of motherhood, marriage, professional life, simplifying chaos.Search Again?
About
Designations: MBA, CSLP
FINRA/CRD: 291779
Languages: English
Focus Areas
- Student loans
- Comprehensive financial planning
- Budget and debt management
- Investment management
- Retirement planning
