Kelley Wheeler, CDFA®
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Click here to learn about the Financially Fearless Foundations course for Women
Click here to learn about the Financially Fearless Foundations course for Women
Kelley Wheeler leads a team of female professionals, focused on financial wellness following divorce. Advocating for her clients, Kelley also provides divorce related negotiations with regard to cash flow, living expenses, college and retirement.
Post-divorce, Kelley provides for her clients, a plan for debt management, household expenses as well as a strategic plan for wealth management and a less risky future.
A specialist with an integrative approach, Kelley is both a Financial Advisor and a CDFA® (Certified Divorce Financial Analyst.) This expertise provides Kelley the ability to advise her clients while serving as a neutral third party for couples facing divorce and as a trial consultant for divorce attorneys.
Kelley is a graduate of the University of Virginia with a BS in Commerce with concentrations in Marketing and Human Resources.
She lives in Charlotte, NC with her husband Peter Hughes, three children and two step-children.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian.
