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Eric Kelman, Private Wealth Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Eric Kelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
26
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2021
  • Forbes Best-in-State Wealth Advisors, 2021, 2022
  • Ameriprise Circle of Success, 2006-2021

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Community participation

Beth Tikvah - B'nai Jeshurun Board Member