Chris Kelm Email & Phone Number
Certified Financial Planner™️ practitioner @ Kelm Financial Services, Inc.
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Chris Kelm Location
- San Antonio, TX, US
Chris Kelm Work
- Certified Financial Planner™️ practitioner @ (September 1993 - Present)
- President @ (September 1987 - Present)
- ELDER @ (January 2010 - Present)
- Member and Paul Harris Fellow @ Rotary Club of San Antonio (January 2010 - Present)
- Financial Consultant and Speaker @ Pastor 360 (January 2010 - Present)
- Advanced Planning Specialist @ (September 2016 - November 2023)
- Agent @ (January 1987 - January 2013)
Chris Kelm Education
- The American College of Financial Services
Certified Financial Planner (Financial Planning and Services)
1989-1993 - College for Financial Planning
Certified Financial Planner (Retirement, Tax, Estate, Insurance Planning)
1991-1993 - The University of Texas Permian Basin 1985-1987
- Permian 1979-1981
Chris Kelm Skills
- Asset Protection
- Business Planning
- Buy Sell
- Corporate & Business Succession Consulting
- Customer Service
- Estate Planning
- Executive Benefit Strategies
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Risk
- Financial Services
- Insurance
- Iras
- Life Insurance
- Philanthropy/Charitable Giving Planning
- Public Speaking
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Small Business
- Strategic Planning
- Tax
- Tax Advantaged Investment Strategies
- Tax Bracket Planning
- Tax Free Income
- Wealth Management
- Wealth Transfer & Estate Planning
Chris Kelm Summary
- Chris Kelm, based in San Antonio, TX, US, is currently a Certified Financial Planner™️ practitioner at Kelm Financial Services, Inc.. Chris Kelm brings experience from previous roles at Kelm Financial Services, Inc., Concordia Lutheran Church, Rotary Club of San Antonio and Pastor 360. Chris Kelm holds a 1989 - 1993 Certified Financial Planner in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Asset Protection, Business Planning, Buy Sell, Corporate & Business Succession Consulting, Customer Service and more. Chris Kelm has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Kelm Financial Services, Inc. Employees
Chris Kelm
Certified Financial Planner™️ practitioner
San Antonio, TX, US
Chris Kelm
President
San Antonio, Texas, United States
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