Kelly Klingaman (CFP®, RLP)

Kelly Klingaman focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials
  • Women's Financial Planning Issues

NAPFA Start Date

February 11, 2022

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This Office

9901 Brodie Lane Suite 160 Austin, TX 78748 Phone: (281) 814-7629