CERTIFIED FINANCIAL PLANNER™, Internship Program Director
Kelsey Arvai, MBA, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.®.
Kelsey joined the Center Team in November 2019. After graduating from the University of Michigan in 2016, Kelsey worked in research at the Wayne State School of Medicine. She earned her Masters of Business Administration at Wayne State University with a concentration in Finance in August 2020. Kelsey also earned the CERTIFIED FINANCIAL PLANNER™ certification in 2022.
She works to provide excellent customer service while upholding The Center’s values and goals. She is a frequent contributor to The Center’s “Money Centered” blog and hosts educational webinars on topics like financial wellness and college planning.
Kelsey enjoys yoga, reading, and food. She’s always the first to know when a new restaurant opens in Detroit…thanks in part to her Eater Detroit newsletter subscription.
EDUCATION:
Masters of Business Administration, Finance, Wayne State University
Bachelor of Arts, Cognitive Science, University of Michigan
LICENSING & CERTIFICATIONS:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and 63 Securities License
LEADERSHIP & COMMUNITY INVOLVEMENT:
Board Member, Impact100 Metro Detroit
Financial Planning Association of Michigan, Education & Symposium Planning Committees
AREAS OF FOCUS & INTEREST:
Emerging Wealth
College Planning
Social Security Maximization
LGBTQ+ Community Planning