Travis Edward Kellman,  CFP<sup>&reg;</sup> - Financial Advisor

Travis Edward Kellman, CFP®

MSFP,CRPC®,EA

CFP

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
FINANCIAL ADVISOR'S WEBSITE
(518) 372-5500 CONNECT WITH Travis
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General

Travis Kellman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kellman Barnes Financial Planning in Schenectady, NY and the surrounding communities.

Financial Advisor Overview

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Financial Advisor Experience

Financial Advisor since 2006.  B.S. Business Economics.  M.S. Personal Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - M.S. Personal Financial Planning (MSFP), Chartered Retirement Planning Counselor (CRPC), EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

NEXT Financial Group, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources