|
Kelly Anne Reddy-Heffner CFP®
Steel City Wealth Collaborative
1151 Freeport Road |
||
|
Kelly Reddy-Heffner has worked in financial services as a financial planner and wealth manager for nearly a decade both as an independent firm owner and as a Lead Planner for a planning team at a fast-paced, heavily niched firm with clients across the United States. In addition to expertise in core financial planning topics cash flow and budgeting, investment management, retirement, insurance and estate planning, Kelly also has additional training in the areas of student loan debt management, divorce planning, financial therapy, mediation and collaborative law. The desire to explore financial planning and to engage in the services of a professional are often rooted in an acute circumstance that a client must get clarity on to move confidently onto other life goals. Those transitions and reflection points are where Kelly focuses her planning practice. Kelly is a member of the Financial Planning Association, Pittsburgh Chapter and Collaborative Law Association of Southwestern Pennsylvania. |
||
800.875.1760
