Broker Check
Brendan O’Kelly, CFP®

Brendan O’Kelly, CFP®

Financial Consultant

Brendan was born and educated in Dublin, Ireland, and moved to the U.S. with his wife for a “short-term” corporate assignment in 1984. The “short-term” assignment evolved into a longer exciting and challenging career in global marketing for a leading medical devices company, and Brendan and his wife decided to make their home in the U.S.

In 2002, after 2twenty years of worldwide travel and corporate politics he decided that the time had come for a change. He has always had an interest in investments, so was drawn to the financial services industry. He started as a rookie advisor for a large brokerage firm in 2002 and in 2012, he once again left the corporate world to found O’Kelly Financial Services. He has since partnered with Jason Grover, AIF® at Grover Financial Services to support individuals and families with their financial planning goals.

Brendan is a CERTIFIED FINANCIAL PLANNER™ professional and has a Master of Business Studies from University College in Dublin. When he’s not in the office, he enjoys tennis, sailing, cross country skiing, and traveling.