Over 10 years ago, you helped my husband and me decide to retire ... and we've never regretted it! We've been living in Naples, FL, since 2003 and loving it. Don't know if we would have taken the plunge if not for you!
Hope all is well ... and thanks again after all these years!
I really appreciate the relationship we have shared over the years, and hope this will continue, informally, in the future. I have a huge amount of respect for you and what you have done for me, and will continue to recommend you to my friends and others who are more conveniently located to your office. Don’t hesitate to use me as a reference.
I write to congratulate you on being recognized by the National Association of Personal Financial Advisers (NAPFA) as one of the 30 most influential professionals in advancing the concept of Fee-Only financial planning and its importance to the public.
Bernie has been providing Fee-Only financial planning, investment advisory and income tax services for individuals for over 30 years.
He was recognized by WORTH Magazine as one of "The Best Financial Advisors" in the nation four years in a row.
His practice was profiled in the December 2000 issue of Investment Advisor Magazine and in the February 2003 issue of the NAPFA Advisor.
Accounting Today magazine has twice listed him as one of the CPAs to know in financial planning.
New Jersey Monthly Magazine listed named Bernie as a "New Jersey Five Star Wealth Mangaer" every year since 2011!
Bernie has been a Certified Financial Planner licensee and Registered Investment Advisor since 1983.
He is one of 2,000 members of the National Association of Personal Financial Advisors (NAPFA). He is a past member of the NAPFA National Board and is currently Dean of the NAPFA School of Taxation. In 2017 Bernie received the 2017 Robert J. Underwood Distinguished Service Award in recognition of an outstanding record of service to NAPFA, and the advancement of the practice of Fee-Only financial planning. (read the complete notice here)
Bernard is a member of the American Institute of CPA's (AICPA) and the New Jersey Society of CPA's (NJSCPA) where he is a former member of the Board of Trustees and a former Chairman of the Personal Financial Planning Committee. Bernie has a BA in Accounting from Upsala College and an MBA from Rutgers University.
Yvonne C. Kiely, MBA
Yvonne is Vice-President and Treasurer of Kiely Capital Management, Inc. where she manages the day-to-day investment and reporting processes.
She has a BA in English and a BS in Accounting (Magna Cum Laude) from Upsala College and an MBA in Finance from Rutgers University.
More About Bernie
The Failure to Prepare:
Protecting Your Family's Future
Join Bernard Kiely in an interview with
Maria Bartiromo from the
Wall Street Journal Report
"Many Americans still have not prepared themselves financially nor their families for the possibility of a sudden loss. My next guest knows all too well the consequences of failing to prepare. Bernard Kiely’s … been named one of the country's best financial advisors by Worth Magazine. Bernie, it is so nice to have you with us, thanks for joining us."
Sep 26, 2014
We all have dreams in life, and a fee-only financial adviser can help you reach them. Contact Bernie Kiely of Kiely Capital Managment to day to learn what a CFP can do for you. The only thing he sells is good advice.
Bernie Kiely’s Winding Road to Success in Personal Financial Planning published in New Jersey Society of Certified Public Accountants. “I’m an expert in what doesn’t work,” says Bernie Kiely.
He’s right, of course. Consider the case of a fresh faced 17-year-old Navy recruit standing up for inspection.
“Did you shave?” the training officer says.
“No sir,” says Kiely. “Why not?”
“Not old enough, sir.”
Taking Financial Planning to New Heights published in CPA Wealth Provider, written by Stuart Kahan. Meet Kiely for the first time and one is immediately disarmed. He is soft spoken, listens intently to every word one says, and then responds succinctly and to the point. He very rarely wastes words.
Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.