Kellie Kuhar, Ricp Email & Phone Number

Valrico, Fl, Us

Greater Tampa Bay Area

Tampa/St. Petersburg, Florida Area

Coaching those who serve in their pursuit of financial securityKellie Kuhar joined First Command Financial Services as a Financial Advisor in February 2018. She became a military spouse in 2002 and is paying it forward by coaching those who serve in their pursuit of financial security. She believes in service…being of service to others and serving those who have served.As a First Command Financial Advisor, Kellie is committed to helping her clients pursue theirfinancial… Show more Coaching those who serve in their pursuit of financial securityKellie Kuhar joined First Command Financial Services as a Financial Advisor in February 2018. She became a military spouse in 2002 and is paying it forward by coaching those who serve in their pursuit of financial security. She believes in service…being of service to others and serving those who have served.As a First Command Financial Advisor, Kellie is committed to helping her clients pursue theirfinancial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. Her goal for clients is to help them develop productive, lifelong financial habits. Her areas of focus include:• Comprehensive financial planning• Investment strategies• Retirement income planning• Education funding solutions• Asset allocation and management• Insurance solutions and risk managementKellie understands the importance of coaching in all aspects of life and uses this understanding to help clients pursue productive, lifelong financial habits. Don’t be one of those always thinking “I have plenty of time, I will get around to it, you know, doing the other important things that need to be done." Schedule the time to develop your plan and be assured that you will never have to worry about getting around to it again! Show less

Project Transition USA is a 501c3 non-profit organization dedicated to helping transitioning military veterans & their families find meaningful and rewarding civilian careers. All members of our LinkedIn group work together to utilize the powerful networking & job search technology of LinkedIn in support of this goal.In addition to managing this group, Project Transition USA was the first to conduct a LinkedIn Job Search Workshop on a U.S. military base (MacDill Air Force Base in Tampa,… Show more Project Transition USA is a 501c3 non-profit organization dedicated to helping transitioning military veterans & their families find meaningful and rewarding civilian careers. All members of our LinkedIn group work together to utilize the powerful networking & job search technology of LinkedIn in support of this goal.In addition to managing this group, Project Transition USA was the first to conduct a LinkedIn Job Search Workshop on a U.S. military base (MacDill Air Force Base in Tampa, Home of U.S. Central Command -- Nov. 16, 2012). They have been conducting free monthly workshops on MacDill ever since, and aim to expand these trainings to every military base in the country.We invite you to show your support by participating in our group and hiring U.S. veterans at every opportunity!Join our group here: https://www.linkedin.com/groups/Project-Transition-USA-4842096/about To learn more about Project Transition USA, visit: www.ProjectTransitionUSA.org Show less

Various

 Engaged in active leadership/involvement of multiple parent-teacher activities Established first of its kind annual fundraiser for a non-profit pre-school Recognized for volunteer efforts in school based community service club Managed annual Girl Scout Cookie Program for Troop #6135 Volunteered for two separate Little League programs Organized military family/spouse networking social events Planned and executed a 5-day destination wedding event and honeymoon… Show more  Engaged in active leadership/involvement of multiple parent-teacher activities Established first of its kind annual fundraiser for a non-profit pre-school Recognized for volunteer efforts in school based community service club Managed annual Girl Scout Cookie Program for Troop #6135 Volunteered for two separate Little League programs Organized military family/spouse networking social events Planned and executed a 5-day destination wedding event and honeymoon arrangements for an immediate family member Performed free-lance catering events Managed household scheduling, maintenance, full kitchen remodel, finances and investments amongst six military PCS moves Held Notary Public commission in two states Show less

Retirement Income Certified Professional

Bachelor'S Degree, Business Management, Hr Concentration