Kelly Reddy-Heffner
CFP®, CSLP®
Your Financial Pharmacist
Lead Financial Planner
Kelly Reddy-Heffner
CFP®, CSLP®
Your Financial Pharmacist
Lead Financial Planner
We’ll set you up with the plan, the support, and the confidence to walk down a clear path towards a truly wealthy life. - Kelly Reddy-Heffner, CFP®, CSLP®
We’re a fee-only financial planning firm dedicated to serving pharmacists who want something better than the status quo.
Meet Kelly Reddy-Heffner
Kelly Reddy-Heffner is a fee-only financial planner at Your Financial Pharmacist.
I help people build confidence with their money decisions. I primarily work with healthcare professionals because it is a space that I know well, I live with one and worked in the space myself for 15 years. I believe all financial planning clients deserve the professional advice of a fiduciary financial expert who will provide them with a high level of care and consideration regardless of income or assets available to invest.
Partner with someone who will advocate for your financial success.
life experience, textbook education too -
Certificate in Financial Planning from Boston University and successful completion of the CFP exam
Certified Student Loan Professional, CSLA Board of Standards
Series 65
Graduate of the Duquesne University Graduate School of Business with a Master of Business Administration
Undergraduate education at the University of Pittsburgh with a Bachelor of Arts degree in Public Administration and Policy
My strengths: Prepared for surprises · Ready to work hard · Committed to the advancement of women · Goal-oriented · Experienced in the lands of motherhood, marriage, professional life, chaos
Kelly Reddy-Heffner is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Kelly Reddy-Heffner is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Kelly Reddy-Heffner
Office Locations:
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12 Starlight Drive
Greencastle, PA 17225
