Kelly Manning Rodriguez, CFP®
Kelly serves clients by helping them achieve their financial goals through holistic financial planning and asset management. Kelly enjoys providing clarity to her clients’ current financial situations while devising strategies tailored to their long-term goals. Her areas of focus include investment allocation, retirement income planning, estate planning and debt management.
Kelly attended the University of Georgia, and graduated summa cum laude with a degree in financial planning. She is a Certified Financial Planner™ professional, holds Series 7 and 66 licenses and is licensed for life insurance needs.
Kelly and her husband, Art, live in Marietta and attend Transfiguration Catholic Church. In her spare time, Kelly enjoys spending time with her family, playing guitar and hiking outdoors.