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Kevin Ellman, Cfp

Member Board Of Directors at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Spirit of Harmony Foundation</span>
Intro Book
Experienced financial planner with expertise in strategic planning and wealth management.
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Location
Paramus, New Jersey, United States, US
Skills
  • Strategic Financial Planning
  • Small Business
  • Finance
  • Retirement Planning
  • Strategic Planning
  • Show all
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Bio

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Kevin Ellman, CFP, is a seasoned financial professional with extensive experience in strategic financial planning, small business, finance, and wealth management. He has held various leadership roles, including Member Board Of Directors at Spirit of Harmony Foundation and Member at CEO Clubs World Wide. Kevin holds a Certified Financial Planner degree from College for Financial Planning and a High School Diploma from Riverdale Country School.

Experience

Education

  • 1990 - 1992
    College for Financial Planning
  • 1970 -
    Berklee College of Music
  • 1967 - 1969
    Riverdale Country School
  • 1965 - 1967
    Deerfield Academy

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Industry Focus. “Financial Services”

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