Kathy Ellis Cfp® Email and Phone Number
Kathy Ellis Cfp® work email
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Kathy Ellis Cfp® personal email
Kathy Ellis Cfp® phone numbers
CERTIFIED FINANCIAL PLANNER™ CFP® and licensed financial advisor with broad experience in all aspects of financial planning. Specializing in helping our clients whether individuals or business owners plan for their specific financial needs with respect to the retirement accumulation phase, retirement distribution phase, business sell / acquisition, trust needs, estate planning and education planning.www.facebook.com/retireconfidentwww.twitter.com/retireconfidentwww.retireconfident.com931-905-0050CERTIRFIED FINANCIAL PLANNER™ CFP®Ellis Financial Planning
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President & Founder, Certified Financial Planner™ Cfp®, Registered Principal, Financial AdviserEllis Financial Planning Oct 1999 - PresentClarksville, Tennessee, UsYou may wonder sometimes, "Am I doing everything I should with my money?".The problem is you may not know what to do or where to start.You should not have to wonder if you are doing the right things with your money. That is why we've helped thousands of families create a plan.Here's how we do it: Step 1: We understand You. Step 2: We design Your plan. Step 3: We get You going. Step 4: We help You stay on track.Then you can stop worrying and start living life on your terms.I became a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) in 2006.Specialties: Certified Financial Planner™, CFP®, Financial Adviser, Wealth Advisor, Retirement Planning, Financial Advice, Estate Planning, Business Owners, Attorney, Certified Public Accountants (CPA), Professional Athletes, Industry Professionals, Doctors, Surgeons, Engineers; Dentistfacebook.com/retireconfidenttwitter.com/retireconfidentkathybellis.com Ellis Financial Planning 931-905-0050 2681 Townsend Ct. Clarksville, TN 37043
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Certified Financial Planner™Raymond James Oct 1999 - Oct 2024St. Petersburg, Florida, UsCertified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the US. -
Financial AdvisorPrime South Investments Nov 1996 - Oct 1999
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Registered Executive Administrative Assistant & Operations ManagerJ.C. Bradford & Co. Aug 1988 - Nov 1996
Kathy Ellis Cfp® Skills
Kathy Ellis Cfp® Education Details
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Austin Peay State University
Frequently Asked Questions about Kathy Ellis Cfp®
What company does Kathy Ellis Cfp® work for?
Kathy Ellis Cfp® works for Ellis Financial Planning
What is Kathy Ellis Cfp®'s role at the current company?
Kathy Ellis Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ CFP® at Ellis Financial Planning.
What is Kathy Ellis Cfp®'s email address?
Kathy Ellis Cfp®'s email address is ka****@****mes.com
What is Kathy Ellis Cfp®'s direct phone number?
Kathy Ellis Cfp®'s direct phone number is +193122*****
What schools did Kathy Ellis Cfp® attend?
Kathy Ellis Cfp® attended Austin Peay State University.
What skills is Kathy Ellis Cfp® known for?
Kathy Ellis Cfp® has skills like Investments, Retirement, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial Planning, Securities, Series 7, Financial Advisory, Mutual Funds, Series 63, Asset Allocation.
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