Michael James Kelly,  CFP<sup>&reg;</sup> - Financial Advisor

Michael James Kelly, CFP®

President & Financial Planner

Switchback Financial, LLC

3 Clover Ln
Madison, CT 06443-3369
FINANCIAL ADVISOR'S WEBSITE
(203) 350-2124 CONNECT WITH Michael
  • facebook link
  • twitter link
  • linkedin link

General

Michael Kelly is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Switchback Financial, LLC in Madison, CT and the surrounding communities.

Financial Advisor Overview

Switchback Financial is a financial management firm focused on professionals and young families, especially those with equity compensation. We work to optimize client's financial lives and find balance/fulfillment in life through down-to-earth and straightforward methods. Ultimately, our goal is to partner with individuals to enlighten, empower and educate them on their financial lives.

More

Financial Advisor Experience

I worked nearly 10 years at some of the world's largest banks mainly covering their Treasury and Capital Management areas. After I obtained my CFA Charter I made the decision to put it to use by helping others. I joined a local RIA where I operated as the head equity analyst as well as a financial planner. Knowning there were still some knowledge gaps, I pursued my CFP® and obtained it in April of 2020. After, I decided that I wanted to ensure I was giving my clients the best possible experience when it came to planning and that the only way that would happen was breaking away on my own. That is when I started Switchback Financial, a fee-only RIA focused on professionals and young families facing decisions around equity compensation.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Corporate Finance, Investment Management, Mutual Funds, Real Estate, Stocks & Bonds, Life Planning, Starting a Family

More

Helpful Financial Planning Resources