David Kelly, CFP
Your Trusted Advisors
World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.466.1119 · Fax: 516.466.8289
World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.466.1119 · Fax: 516.466.8289
Your Trusted Advisors
Experience and Trust.
400 North Carroll Avenue
Southlake, TX 76092
Phone: 817.410.3715
Fax: 817.410.3716
Email: dkelly@cpasllc.com
Certified Financial Planner
Series 7, 24 and 63 licensee
Registered Investment Advisor
Licensed Insurance Agent
Principal
Cornerstone Professional Advisor Services, LLC
David has been in the financial services industry for over 18 years and a Certified Financial Planner (CFP) since 1993.
As a CFP, his practice focuses on providing a complete financial plan for his clients; addressing their concerns towards wealth building, college education funding, retirement and estate planning. For small business owners, David also addresses business planning and succession planning strategies.
David believes in giving back to his community through volunteer service. He currently is serving in his second term as Mayor of his home town, Colleyville, Texas and serves as a board member on several non-profit and community organizations.
David attended Texas Christian University and graduated with a Bachelor of Business Administration degree.
Our Partner in Mortgage & Financing Options.
Are You Prepared?
CLICK HERE for a No Obligation Financial Check-Up
Privacy Policy Copyright 2008 Ó Cornerstone Professional Advisor Services, LLC · All Rights Reserved · Website Design & Management: CBFrey Designs Company
Principals:
Advisors:
Insurance Specialists:
