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
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Millennials
- Women's Financial Planning Issues
NAPFA Start Date
February 11, 2022