AJ Kelleher, CFP®
Managing Partner & Director of Institutional Services
AJ Kelleher brings 17 years of financial planning and investment management experience to MONECO Advisors, LLC. Prior to joining MONECO, AJ was a partner at Connecticut Financial Group and previously worked for Merrill Lynch.
As a Certified Financial Planner™, AJ works with individual clients throughout all life stages. From budgeting and savings plans, to education planning and insurance, and finally retirement and estate planning, AJ helps clients organize, prepare and execute their financial plans. He also works with business owners to define and implement retirement plans of all sizes to help ensure responsibilities of the business owner are fulfilled. Whether working with individual clients, business owners or plan participants, AJ focuses on personalized strategies with an eye on risk management through proper diversification and asset allocation.
AJ holds series 7, 24, 31, and 66 licenses through LPL Financial, and a Connecticut Health & Life Insurance License in addition to the Certified Financial Planner™ designation.
AJ lives in Hamden, CT with his wife Jess and son, Grady. In his free time, he enjoys hiking, golf and has been an avid skier his entire life.