CERTIFIED FINANCIAL PLANNER™, Internship Program Director
Kelsey Arvai, MBA, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.®
Since joining the Center Team in November 2019, Kelsey has been dedicated to delivering exceptional client service while upholding The Center’s mission and values. She holds a Bachelor of Arts in Cognitive Science from the University of Michigan, where she developed strong analytical and problem-solving skills, and a Master of Business Administration with a concentration in Finance from Wayne State University, equipping her with advanced financial acumen and strategic decision-making abilities.
Kelsey earned her CERTIFIED FINANCIAL PLANNER™ certification in 2022, demonstrating her comprehensive expertise in financial planning, investment management, and ethical standards. She also holds Series 7 and 63 Securities Licenses, authorizing her to engage in a broad range of securities transactions and provide informed investment advice.
As a frequent contributor to The Center’s “Money Centered” blog, Kelsey has authored insightful articles on topics such as Roth conversions, Series I Savings Bonds, and the implications of the federal funds rate on personal finances. She also hosts educational webinars on financial wellness and college planning, reflecting her commitment to empowering individuals through financial literacy.
Outside of work, Kelsey enjoys practicing yoga, exploring Detroit’s vibrant food scene, and diving into a good book. Known as the go-to person for new restaurant recommendations, she keeps her finger on the pulse of the city’s culinary trends with her trusty Eater Detroit subscription.
EDUCATION:
Master 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 Licenses
LEADERSHIP & COMMUNITY INVOLVEMENT:
Board Member, Financial Planning Association of Michigan
Chair, Education & Symposium Committees
Former Board Member, Impact100 Metro Detroit
Former Chair, Financial Review Committee
Member, Financial and Estate Planning Council of Metro Detroit
AREAS OF FOCUS & INTEREST:
Emerging Wealth
College Planning
Social Security Maximization
LGBTQ+ Community Planning
Tax Planning Strategies
Retirement Income Planning
Investment Management