Get to Know

Tony Kelly

Partner & Director of Financial Planning

CFP®, AIF®, CFS®, CAS®

Education

Bachelor of Science Degree Finance / University of Central Florida

Bio

As the Director of Financial Planning, I work with our clients to create and manage financial plans that we customize to specific goals. I was introduced to King Financial Network while I was a Finance Major at The University of Central Florida and spent two summers working as an intern before accepting Jim’s offer to work full-time after graduation. I love my role because each day brings a new problem to solve and allows me to continue educating myself on advanced planning strategies. I have found that each client has unique goals and scenarios to navigate along the way. Seeing the individual decisions we make over time result in a successful retirement, vacation home, or student loan payoff is very rewarding. I would say this is my dream job but during the NJ winters I strongly envy the PGA tour professionals. Our team was significantly smaller when I started with King Financial in 2007. Flash forward to today where I am proudly a partner of the firm, I feel blessed to be surrounded by an in-house team that can provide input to our client’s plans from many different areas of expertise. While helping build King Financial to what it is today, I was lucky enough to be supported by my high school sweetheart wife Christina. We live in Freehold with our beautiful daughter Oliva – who is extremely excited to become a big sister this summer!

Credentials

Partner & Director of Financial Planning

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Accredited Investment Fiduciary®
  • Certified Fund Specialist®
  • Certified Annuity Specialist®
  • FINRA Series 7 & 66 Securities Registration

Call(732) 845-1929 Call (732) 768-7776 Email[email protected] LinkedIn Profile LinkedIn

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