Consultant in New York
A graduate of the widely recognized and highly prestigious Wharton School of Business at the University of Pennsylvania, Brian Kelly is a talented financial advisor and the co-founder of Kelly Haft Financial. Offering expert financial services including asset and wealth management, loss mitigation, investment advisory, private equity, business consultation, corporate qualified plan advisory, health and other insurance, Kelly Haft Financial is an independent registered advisory firm providing comprehensive and consulting services to individuals and business across the United States. Brian Kelly leverages his diverse financial background ranging from operational experience to complex financing to ensure that clients obtain solid financial advice that can help make them financially independent in the future. Mr. Kelly personally works with clients who want nothing less than general financial security and predictability of income. He aims to make a difference in clients’ lives by injecting a personal touch to every transaction. Brian has solid expertise in private equity, particularly the media, financial service and consumer products industry.
Brian Kelly often works with individuals nearing retirement and who have no use for a riskier, more speculative and aggressive approach and prefer a predictable and conservative investment perspective. He loves interacting with clients on a consistent basis, helping them navigate the often complex terrain of asset and wealth management and private equity. By providing Kelly Haft Financial a solid vision and flawless execution of strategies, Brian Kelly has been able to ensure the company’s continued leadership in the industry. He offers robust financial advice on how to unlock every client’s underutilized assets in their portfolio to ensure secure maximization while mitigating loss. He is able to implement a state-of-the-art fusion of different investment products that deliver unparalleled results.