Skip to main content

Our financial advice team


Eric Kelman Ameriprise Financial Advisor

Eric Kelman

ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Family Finances
  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Small Business

Interests

I enjoy spending time with my wife Carey and our four children; Isabella, Jaiden, Kellan, and Madden. We love to spend our summers in Margate, New Jersey as this is our "happy place." Our favorite activities to do in Margate include fishing, riding bikes on the boardwalk, and of course going to the beach.

Community participation

Beth Tikvah - B'nai Jeshurun Board Member

Awards & recognition

  • Ameriprise Circle of Success, 2002-2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelors of Science, Finance, Penn State University, University Park, PA Graduated 1996