Naoko McKelvey

Senior Financial Advisor
CFP®, AEP®

Naoko McKelvey

Senior Financial Advisor
CFP®, AEP®

Get to know Naoko

Accreditations

CFP®, AEP®

Contact

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About Naoko

Naoko is Senior Financial Advisor at Blue Chip Partners.

Naoko is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Estate Planner® (AEP®) designation.

Prior to joining Blue Chip Partners in 2019, Naoko spent over 14 years as an advisor at another local RIA firm where she also served as Chief Compliance Officer.

Naoko graduated with a bachelor’s degree in International Business from Illinois State University, where she was a four-year member of the varsity tennis team. She obtained her M.B.A. from Walsh College.

Naoko enjoys playing competitive tennis, cooking, entertaining, and spending time with her family and friends. Naoko is married to her college sweetheart Mark, and they have one daughter, Miya.

If you had to be handcuffed to one person for a month, who would it be?

My sister, because we would entertain each other and probably be laughing the entire time. She is my BFF.

I love to play competitive tennis (and win) and make to-do lists or packing lists.

Pro tennis player. I’ve played competitive since age 5. My mom always thought I would become a pro, but having fun in college and meeting my husband became more fun and important!

More From Naoko

Reasons People Fall Off Their Retirement Track
Tips for Saving for Your Dream Home
6 Financial Planning Items to Consider During a Divorce or Death of a Spouse
How Women Can Balance Multiple Financial Responsibilities
Health Savings Accounts Help Maximize Tax-Free Retirement Benefits
Turning A Roth IRA Into An Estate Planning Tool

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