Patrick Kelly, CPFA®, RICP®
Managing Partner | Financial Consultant
With over four decades of experience in financial services, Pat’s career has always been about putting his clients’ interests first and helping them get what they really want in life. Having one’s financial life in order affords clients the freedom to pursue those things most important to them.
Pat focuses on small business owner retirement plans, retirees, and multigenerational estate planning to help clients make the smoothest possible transition into the next chapter of their financial lives. He holds the Retirement Income Certified Professional (RICP®) designation through American College and is a Certified Plan Fiduciary Advisor (CPFA®), which gives him the expertise to serve the retirement income and estate planning needs of his clients and their families.
Pat’s personal interests include spending time at Watkins Glen doing fast laps, and seasonal activities like golf and skiing. He lives in Honeoye Falls with his wife Kristin and their three horses. He’s also a proud father of three grown children.