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KELCIE SCHIRALDI
Kelcie has twelve years of experience in the financial services industry and joined the Bury Financial team in 2021. She combines her experience as a Certified Public Accountant, Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor to provide clients with a professional, tailored wealth management experience.
Kelcie is a proud graduate of Youngstown State University where she obtained a bachelor's degree in accounting. In addition to the CPA/PFS, CFP® and CEPA™ certifications, she currently holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses.
Kelcie has twelve years of experience in the financial services industry and joined the Bury Financial team in 2021. She combines her experience as a Certified Public Accountant, Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional and Certified Exit Planning Advisor to provide clients with a professional, tailored wealth management experience.
Kelcie is a proud graduate of Youngstown State University where she obtained a bachelor's degree in accounting. In addition to the CPA/PFS, CFP® and CEPA™ certifications, she currently holds the Series 7 and 66 securities registrations as well as active state Life and Health Insurance licenses.
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- Website:
https://www.buryfinancial.com - Phone: 330.716.1956
- Email:
Kelcie@buryfinancial.com - City: Columbiana
- State: Ohio
- Postal Code: 44408
- Country: United States
- Designations:
KELCIE SCHIRALDI
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2022 Colorado State of Owner Readiness Quick Look Brochure
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2022 Colorado State of Owner Readiness Report
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2023 National State of Owner Readiness Report
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2024 State of The Institute
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2024 Webinar Series
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5-4-3-2-1 Whitepaper
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5-4-3-2-1 Whitepaper
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A Look Inside The Unique World of - Value Creation Whitepaper
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A Look Into Pressure Solutions Inc.: An Exit Planning Case Study
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Access My Courses
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Business Attractiveness Scorecard
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Case Study: A Framework to Build Value
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Case Study: A Framework To Build Value In Your Business
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Case Study: How to Strategically Build Transferrable Value
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Case Study: How to Strategically Build Transferrable Value
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: Human Capital, The Exit Planning Institute
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: The Value of Transitioning a Business to its Employees
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Case Study: Value Acceleration
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CEPA: 2024 APR | Online
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CEPA: 2024 AUG | Online
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CEPA: 2024 FEB | Online
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CEPA: 2024 JAN | Online
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CEPA: 2024 JUL | Online
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CEPA: 2024 JUN | Online
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CEPA: 2024 MAR | Online
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CEPA: 2024 MAY | Online
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CEPA: 2024 OCT | Online
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CEPA: 2024 SEP | Online
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Chapter Logos
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Decentralizing the Business Owner
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Decentralizing the Business Owner
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EPI Chapter President Circle Meeting Notes
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First Steps
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Five Stages of Value Maturity Infographic
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Five Stages of Value Maturity Infographic
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From Successful to Significant Whitepaper
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Infographic: Decentralizing the Business Owner
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Infographic: Five Stages of Value Maturity
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Infographic: The 5 D's
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Infographic: Who Has a Seat at the Table
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Intangible Capitals Make Or Break Your Business Whitepaper
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Know Your Gaps
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Stage 1: The Value Maturity Index - Identifying Value
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Successful to Significant Whitepaper
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The Impact of Unplanned Consequences on Business Value Whitepaper
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The Value Acceleration Methodology
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The Value Acceleration Methodology Infographic
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Understanding Your Business Value Whitepaper
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Understanding Your Business Value Whitepaper
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Walking You Through the Perfect Exit Whitepaper
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