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 firstname.lastname@example.org
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Kelly Reddy-HeffnerPartner 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.
Designations: MBA, CSLP
- Student loans
- Comprehensive financial planning
- Budget and debt management
- Investment management
- Retirement planning