CPASLLC - David Kelly, CFP

David Kelly, CFP

Your Trusted Advisors

World Headquarters · 9 Endo Boulevard · Garden City, NY 11530 · 516.466.1119 · Fax: 516.466.8289

Your Trusted Advisors

Experience and Trust.

2241 E. Continental Blvd.

Suite 140

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 third 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.

David Kelly, CFP is a Registered Representative of and offers securities through WRP Investments, Inc., member FINRA & SIPC. Cornerstone Professional Advisor Services, LLC is not affliated with WRP Investments, Inc. Securities are supervised by WRP Investments, Inc. at 4407 Belmont Avenue, Youngstown, OH 44505 (303) 759-2023. Licensed as a Registered Representative in: CA, FL, MD, NC, NY, PA, TX, VA.

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