Christian Koch (CDFA, CFP®)

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

  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties


Best-Selling Author, Christian Koch, is recognized as one of the top thought-leaders and private wealth experts in the money management industry. He has co-authored the book, Get in the Game, which describes his unique four step investment process and five principles that can help individuals in the journey to be successful long-term investors.  

When it comes to the investment consulting process and creating portfolios for retirement, you need an experienced wealth management professional.  Christian Koch’s expert knowledge and approach to traditional investments, individual security selection, retirement income distribution planning and more, can help you face the future and the intricacies of your investment portfolio with a fresh new outlook.   

Christian has a unique investment process and a retirement planning system that has served clients for years: develop the vision, build the optimal portfolio, focus on distribution strategies and then evaluate wealth and estate transfer planning.  He says asset location is extremely critical to maximizing efficiencies, especially during a slow-growth economy, and minimizing taxes are a significant component of success.

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 ™ 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