Veronica Kelly
Financial Planning Specialist
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About
I am a licensed freelance financial professional with licenses in multiple states, dedicated to helping individuals, families, and businesses effectively manage their financial resources. I focus on empowering clients to achieve their short- and long-term financial goals. With a deep understanding of financial products, investment strategies, and personal budgeting, I craft comprehensive financial plans that are precisely tailored to meet each client's specific needs.
Experience
I have 15 years of customer service experience, with 10 years specializing in business management, team development, budgeting, training, and accounts receivable/accounts payable in accounting.
Education
Business accounting and budgeting
Financial and inventory reconciliation
Payroll
Women's Entrepreneurship Certificate from Cornell University
College education - currently completing a BS in HR Management
