Congrats on This Amazing Achievement
Please join us in congratulating one of our own, Ryan Kelly, MS, and newly achieved CFP®!!!
Ryan, Thrive’s Director of Financial Planning, has been working so hard for this day. He planned, he studied and after an intense six-hour test, he can add this coveted designation to his name.
Ryan came to Thrive Financial Services in 2019 as the Manager of the Financial Planning Department. He has been in the financial services industry for his entire 10 plus-year career thus far. His broad understanding of investments and security planning, estate planning, tax planning, employee benefits planning, and insurance planning make him a true asset to the Thrive team.
For those who might not know, a CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning, we are very proud of Ryan for achieving this huge goal. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. Congrats Ryan!!!
To learn more about Ryan and the rest of our team, click here.
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