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Kevin Ellman CFP®

As a financial advisor for over 25 years, Kevin Ellman provides the full array of financial, estate, and retirement planning services to high net-worth business owners, families, executives, and individuals. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Business Week, CBS Market Watch, Fortune Magazine and The Wall Street Journal.

Exchange Traded Funds – Part 1

~ Article by Kevin Ellman, CFP ®

In this first of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. When we build client portfolios one of the Read More...

Exchange Traded Funds – Part 2

~ Article by Kevin Ellman, CFP ®

In this second of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. Generally most index funds are very low Read More...

Exchange Traded Funds – Part 3

~ Article by Kevin Ellman, CFP ®

In this last of a three part series, Kevin Ellman, CFP® explains why we should know about Exchange Traded Funds or ETFs. As index funds they can be used as part of a Read More...

How not to become a bag lady

~ Article by Kevin Ellman, CFP ®

It’s easy to become overwhelmed by the prospect of managing your financial future. Many women worry about ultimately being unable to support themselves or their families. Read More...