Kelly Ann O'Malley, CFP^®, CPFA, CRPC

Kelly O’Malley brings more than 20 years of industry experience to her position as a partner at Northpoint Financial Group. Working alongside executives, individuals, families, and business owners, Kelly’s highest priority is to help her clients achieve their financial goals in the most efficient manner. Her level of client retention reflects her success in this area. Her two main categories of helping clients include comprehensive financial planning for individuals and families and 401k management for local businesses.

Her many achievements stem from her ability to listen closely to what her clients want and aims to deliver or exceed their expectations. Kelly builds long-term relationships by staying in close communication with her client, allowing her to continually offer value-added services based on trust and dependability.

Kelly holds a B.S. degree in Business Administration with a concentration in Marketing from the University of Illinois, Champaign-Urbana. Prior to partnering with Northpoint Financial Group, she worked with Oakbrook Wealth Management and Financial Consultants Group, Inc. as a financial advisor. Kelly also held positions as Vice President of Special Accounts with Auto eDirect and Group Rental Manager with Enterprise Rent-A-Car. Part of her role included business management, customer services experience and client negotiations.

Kelly is a CERTIFIED FINANCIAL PLANNER™, CHARTERED PLAN FIDUCIARY ADVISOR and a Chartered Retirement Planning Counselor with Osaic Wealth, Inc. She is a 3(21) on her retirement plans. She holds the Series 7 General Securities license and is securities-licensed to do business in the states of:

● Arizona
● Florida
● Illinois
● Indiana
● Kentucky
● Michigan
● Minnesota
● Montana
● Ohio
● Pennsylvania
● South Carolina
● Texas
● Wisconsin

Additionally, she is life and long-term care licensed in the State of Illinois.

Outside of the Office
Kelly is married with one young adult son who has a canine companion. She enjoys family, reading, cardio boxing and Muskie fishing. Kelly is proud to have helped start a Charitable Fund, Boss Women United, where she’s currently on the board and helps women in the financial
industry advance their careers. She’s also a Parent Mentor at Lurie’s Children’s Hospital in Chicago where she assists parents with special needs situations.