Meet Kate

Photo of Kate L. Kelley, <span>CFP<sup>®</sup>, CLTC<sup>®</sup></span>

Kate L. Kelley, CFP®, CLTC®

Owner

Photo of Kate L. Kelley, <span>CFP<sup>®</sup>, CLTC<sup>®</sup></span>

Professional Side

Personal Side

Kate L. Kelley, CFP®, CLTC®

Owner

Kate Kelley's successful career in the financial services field began over two decades ago with UBS, and she has been with New York Life and Eagle Strategies for many years.

Kate is a CERTIFIED FINANCIAL PLANNER™ professional. Her practice is centered around providing financial guidance for both young and retiring professionals. Her focus is on life insurance, disability insurance*, and long-term care planning, as well as investment planning. Kate also works closely with veterinary graduates of The Ohio State University, as well as established veterinarians nationwide. 

Kate holds a Bachelor of Science degree in International Business from Salisbury University. She is active in the Toledo community, especially as an advocate for downtown residents and business owners. She currently serves on the boards of Advocating Opportunity, The Arts Commission of Greater Toledo, and is the past president of the Toledo Animal Rescue. She has also served on the boards of The Toledo Warehouse District Association and The Downtown Toledo Parking Authority.

Kate resides in Toledo with her rescue pets, Nora, Maggie, and Rudy.

*Products available through one or more carriers not affiliated with New York Life Insurance Company, dependent on carrier authorization and product availability in your state or locality

When I’m not working, I love exploring Toledo, the city I’ve called home since moving from the DC/Baltimore area two decades ago. Between art events, Mud Hens games, and local architecture tours, there’s always something unique happening here. A perfect Friday night for me is good sushi or pizza with friends, ideally with a local beer or a nice glass of wine. I’m also passionate about volunteering, serving on the boards of the Toledo Arts Commission and Advocating Opportunity, combining my love for community, creativity, and supporting others.

Personal of Kate L. Kelley, <span>CFP<sup>®</sup>, CLTC<sup>®</sup></span> with their family