Financial Life Plans for today with a clear vision for tomorrow.
Michael Kelly is a Financial Advisor at Diamond State Financial Group. He graduated from West Chester University with a Bachelor of Science in Finance and Economics. Michael currently holds his Series 7 and Series 66 registrations, as well as his Life and Health Insurance licenses.
Michael specializes in helping individuals and small businesses identify and achieve their short, intermediate, and long-term financial goals. He recognizes the importance of starting to plan as early as possible, with transparency and trust being key throughout the advisory relationship.
Michael is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Michael was raised in Oxford, Pennsylvania, where he still resides today. In his spare time, he enjoys being outdoors, fishing, physical training, and spending time with his family and friends.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.