Kellen Hardy, CFP® 

As a Financial Planner, Kellen services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Kellen can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

"I look to serve as a resource to my clients, providing them with the tools, and guidance they need to navigate their financial path with confidence."

Qualifications

• Graduate of Ramapo College of New Jersey, earning his degree in Finance
• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses
• Earned CFP® designation

Personal

• While at Ramapo, Kellen played for the baseball team
• Currently resides in Branchburg, NJ
• In his free time, he enjoys playing golf, working out and playing pickup basketball

I am licensed and registered to offer products and services in NJ. Licenses will vary.
Domiciled in NJ.

Check the background of this registered representative on FINRA’s BrokerCheck