portrait of Kelly M Finley
FINANCIAL ADVISOR

Kelly M Finley

AAMS™, CRPC™, CRPS™
3010 N Loop 1604 W Ste 215, Shavano Park, TX 78231opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances
  • Wealth Strategies

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Spending Time with Family
  • Reading
  • Pets
  • Traveling
  • Volunteering

Team Members

  • Marc Cwiklik
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(210) 545-3928

Fax

(855) 677-2285

Office Address

3010 N Loop 1604 W Ste 215
Shavano Park, TX 78231opens in a new window

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