Kelly Straub is a Senior Managing Partner and the Founder of SHARP ADVISORS. He is a “CERTIFIED FINANCIAL PLANNER™” and an active member of the Charlotte Financial Planners Association.

Kelly feels that “Retirement planning is a lifelong journey, not a one-time event.” He helps his clients take control of their retirement planning, by providing advice designed to help avoid costly mistakes and accumulating wealth while they are still working and then professionally managing that wealth during their retirement.

He believes in the “Golden Rule”, treat others the way you would like to be treated. Kelly says, “If we help enough people get what they want out of life, we’ll get what we want out of life. Most people want to do business with someone they know, like and trust. Personal relationships, customer service, and consistent professional advice are the three most important values and services we can provide to our clients.”

Prior to founding SHARP ADVISORS and Straub & King Retirement Planning, Kelly was a Regional CEO, for a national financial planning firm, responsible for advisors in North and South Carolina. Mr. Straub is a Registered Representative with LPL Financial., Member FINRA/SIPC, and an Investment Advisor Representative with Merit Financial Group, LLC a SEC registered investment adviser.

Kelly has a Bachelor of Science in Accounting from Florida State University and Florida Atlantic University. He lives in Charlotte, North Carolina with his wife Sheri and three children, Jason, Adam and David. Kelly is a volunteer at the Telecomm Pioneers.