Cleveland Kinetic Wealth Team
Guiding you through the complexities of investing so you can have clarity and confidence for your financial future
Richard Packer
CFP®, ChFC, CLU
Richard Packer, CFP®, ChFC, CLU, is a Registered Principal of LPL Financial, the largest independent Broker-dealer in the nation.*
As an independent financial consultant, Richard specializes in comprehensive financial planning and investment management.
Wealth Management Experience:
Richard has over 20 years of experience in the Financial Services industry and has spoken to groups including the Cleveland Clinic, University Hospitals, and Alcan Aluminum on various financial planning issues and economic topics. Richard is also a member of the Estate Planning Council of Cleveland and the Financial Services Institute (FSI).
Education:
Richard graduated from Kent State University with a Bachelor of Science in Finance with a concentration in investments.
Industry Certifications:
- Knowing the need for competent financial advice early in his career, Richard also obtained the Certified Financial Planner™ (CFP®) within 3 years of entering the industry.
- Richard continued his education within the industry and obtained his Chartered Financial Consultant (ChFC)® and Charter Life Underwriter (CLU) from The American College in Bryn Mawr, PA.
Industry Registrations:
Richard is securities licensed through LPL Financial and holds the Series 24, 7 and 63 registrations.
Personal:
Richard resides in Avon Lake with his wife, Susan, and their 4 children. When not assisting clients, Richard can be found involved in various community and civic activities, and coaching his kid’s sporting activities.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
I am thankful for the opportunity to have built relationships, developed financial plans, and managed wealth for hundreds of clients over the last 20 years. Over this time, we have helped clients save for a down payment on a house, pay for their children’s college education, comfortably retire, donate to charity, and transfer wealth to future generations. We have also been through the tough times with clients such as market volatility, family illness, divorce, death of a loved one. Each relationship and plan is unique and important to us.
I commit to continue to provide financial leadership, guidance, and management according to each person's situation and commitments. We have found that as careers and families grow, so does the complexity and responsibility of making good financial decisions. Our team's expertise and personalized wealth management process allows you to enjoy your own pursuits and interests while we care for your long-term success.”
Check the background of this investment professional on FINRA’s BrokerCheck
Brandon Rotsky
CFP®
Brandon Rotsky, CFP®, is a Registered Representative of LPL Financial, the largest independent Broker-dealer in the nation.*
Wealth Management Experience:
Brandon has been a financial advisor since 2017. Throughout his career, he’s worked with business owners, university professors, healthcare professionals, union workers, and families looking to accomplish their financial goals. He received his Certified Financial Planner™ designation in 2020.
Education:
Brandon graduated from The Ohio State University with a Bachelor of Science in Finance with a concentration in Investments and a Minor in Economics. He completed his Certified Financial Planner coursework at Northwestern University’s School of Professional Studies.
Industry Registrations:
Along with his CFP® designation, Brandon holds his Series 7 and 66 registrations through LPL Financial, as well as his Life and Health insurance licenses.
Personal:
Brandon, after spending six and a half years in Chicago, IL, is happy to be able to call Cleveland home once again. He grew up on the east side in Beachwood, OH. Now, he is a proud West Sider, living in Lakewood with his wife, Jamie, and their dog, Memphis. He is a dedicated fan of the Cleveland Browns, enjoys going to concerts, and relaxes by reading and writing.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
The wealth management profession, to me, has always been about coaching. How do we get to where we want to go? What are the sacrifices that need to be made to get there? What if our plans change along the way? These are questions that an empathetic coach can help answer. As the son of a football coach, I’ve always wanted my profession to be about helping others reach their full potential.
Throughout my career, I’ve been very fortunate to work with a diverse group of clientele. There hasn’t been one particular niche or type of client I’ve restricted myself to. This has given me an incredible insight into the various goals, challenges, and dreams people have regarding their finances. The through line between all of these relationships I’ve been entrusted to help is that through the financial planning process, we can create a strategy tailored to their particular needs that is disciplined, unemotional, and repeatable throughout the life of their plan.”
Check the background of this investment professional on FINRA’s BrokerCheck
Kelly M. Allan
Kelly Allan joined LPL Financial as an Administrative Assistant 2010 to ensure that every client is provided with outstanding service and support. Her tenure has molded her to understand client needs and ensure they get the best experience every time they come into contact with her. Kelly’s responsibilities include coordinating the day to day office needs, scheduling client meetings, execution of account requests, onboarding new clients, assisting with Client Portal and assuring prompt attention to client inquiries.
Prior to joining LPL Financial, Kelly was a stay at home mom. She is a lifelong Cleveland native who loves to travel with her husband Brian and daughters Ashley and Jillian. The Allan family is always up for a new adventure whether it be horseback riding, hiking, fishing or just relishing in quality time with family and friends.
Client service isn’t just my job, it’s my passion. Genuinely getting to know our clients and connecting beyond the data is extremely important to me. By building trust, our clients can have peace of mind knowing that their interests are being cared for.”