KELCIE SCHIRALDI
Kelcie has twelve years of experience in the financial services industry and joined the Bury Financial team in 2021. She combines her experience as a Certified Public Accountant, Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor to provide clients with a professional, tailored wealth management experience.
Kelcie is a proud graduate of Youngstown State University where she obtained a bachelor's degree in accounting. In addition to the CPA/PFS, CFP® and CEPA™ certifications, she currently holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses.
Kelcie has twelve years of experience in the financial services industry and joined the Bury Financial team in 2021. She combines her experience as a Certified Public Accountant, Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor to provide clients with a professional, tailored wealth management experience.
Kelcie is a proud graduate of Youngstown State University where she obtained a bachelor's degree in accounting. In addition to the CPA/PFS, CFP® and CEPA™ certifications, she currently holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses.
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- Website:
https://www.buryfinancial.com - Phone: 330.716.1956
- City: Columbiana
- State: Ohio
- Postal Code: 44408
- Country: United States
- Designations:
- Markets Served:
- Company Name: Bury Financial Group
