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Our financial advice team


Margaret Kelleher

Margaret Kelleher

MBA

Financial Advisor

Adaptive Financial Solutions
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Interests

  • Live performances--especially concerts, ballet, theater
  • Good food and good wine with good friends
  • Summer time at the shore
  • Walking, swimming, riding my bike

Qualifications

  • Series 6, 7, 63, 65, Life & Health

Education

  • MBA, Management & International Business, Stern School of Business, New York University, NYC
  • BA, English Literature & Communications, Iona College, New Rochelle, NY

Professional associations

  • FPA, Financial Planning Association
  • FPANJ, Financial Planning Association of New Jersey
Newsletter

to receive my newsletters and other financial and market information

Community participation

  • Member, Junior League of Monmouth County, Rumson NJ