Matthew Kelly, CFP, Financial Advisor

Matthew D. Kelly is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where he offers professional, comprehensive financial planning services to individuals and small businesses.

Education & Professional Credentials

  • 01

    Mercyhurst University | Bachelor of Arts in Finance
  • 02

    CFP® Practitioner, Certified Financial Planner Board of Standards

Professional Experience

  • 01

    Prior to joining Allegheny Financial in 2010, Matt worked for a Washington, D.C. firm specializing in the design of executive retirement plans for various companies and health care systems
  • 02

    Transitioned to the role of associate financial advisor in 2012
  • 03

    Transitioned to the role of financial advisor in 2017