Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
Kelman and Magliari Advisory Group
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Family Finances
- Investment Management
- Wealth Preservation Strategies
- Retirement Planning Strategies
- Tax Planning Strategies
- Estate Planning Strategies
- Small Business
- Watching the sun go down with Jen at the Washington Avenue pier.
- Shooting hoops with Max, in the driveway.
- Taking my two dogs for long walks with family and friends.
- Playing Ping Pong with Samuel.
- Football Sundays with the family.
- Baking creative and tasty treats with Addyson.
- Family outings to the Sixers game.
- Playing TomACat with Sydnie.
Awards & recognition
- FIVE STAR Wealth Manager Award , 2012-2018 and 2021
- Ameriprise Circle of Success, 2002 - 2021
ChFC® Chartered Financial Consultant®
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CIMA® Certified Investment Management Analyst®
CRPC® Chartered Retirement Planning Counselor℠
- Bachelor of Arts, Political Science, University of Pittsburgh Graduated 1997