Christian Koch (CDFA, CFP®, CPWA®, RICP®)

Christian Koch focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

CHRISTIAN KOCH, CFP®, CPWA®, CDFA™, RICP®

Your future sucess will be based on the knowledge and decisions you put in place today! Christian focuses on wealth accumulation strategies for individuals and professionals age 40-55. Our Tagline is: We Build Wealth! 

Christian has a unique investment process and a finanical planning system that has served clients for years: develop the vision, build the optimal portfolio and focus on distribution strategies. Every successful professional, business owner and corporate executive would benefit from wise financial counsel. 

Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner ™ professional, Certified Divorce Financial Analyst ™ Retirement Income Certified Professional® and Certified Private Wealth Advisor ® certifications, placing him in a select group of financial professionals. 

 

 

Additional Information

KAMSouth is a boutique firm focused on investment management and financial planning service. Our unique value proposition is that we offer a TRUE alternative to the traditional sales based broker dealer relationship.  

NAPFA Start Date

January 07, 2011

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