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Home » Kevin Ellman, CFP ® » Page 14

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.

How To Choose A Financial Advisor Part 2

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Video - How To Choose A Financial Advisor Part 2

This is part two in our series on how to find the right financial advisor. Many affluent individuals today own multiple businesses, real estate, and investments. The Read More...

Finding A Financial Advisor Part 1

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Video - Finding A Financial Advisor Part 1

This is part one in our series on how to find the right financial advisor. The number one reason that most people work with a financial advisor is to help them achieve Read More...

Dividends Part 2

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Video - Dividends Part 2

Dividends Part 2 with Kevin Ellman CFP® I have observed over many years that the high-quality, high dividend stocks tend to be less volatile than growth stocks that Read More...

Dollar Cost Averaging

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Video - Dollar Cost Averaging

In this article and featured video, Kevin Ellman CFP® discusses the benefits of Dollar Cost Averaging. Most people working today have had some experience with Dollar Read More...

Dividends Part 1

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Video - Dividends Part 1

Dividends Part 1 with Kevin Ellman CFP® I love dividends. I have been a big fan of stock dividends for many, many years.  In today's investing climate I think dividends Read More...

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Featured Articles and Videos

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
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  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
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About Wealth Preservation Solutions

  • About Us Overview
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  • Paul D. Miller
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  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik
Download our Exit Planning Brochure

The Wealth Preservation Solutions Team

  • About Us Overview
  • Dennis J. Amico
  • Kevin Ellman CFP®
  • Paul D. Miller
  • Robert W. Davis CFP®, RICP®
  • Dolores White
  • Susan J. Forman CFP®
  • Carrie Ware
  • Matthew Waldman, CLU®, ChFC®
  • Michael Csedrik

Articles & Videos On Investing

  • Finding A Financial Advisor – Part 1
  • Finding A Financial Advisor – Part 2
  • Exchange Traded Funds Part 1
  • Exchange Traded Funds Part 2
  • Exchange Traded Funds Part 3
  • Dollar Cost Averaging
  • Dividends Part 1
  • Dividends Part 2
  • Strategies to Help Maximize Your Money
  • Our Investment Planning Process
  • Estate Tax and Succession Planning After the Cliff
  • Estate and Business Succession Planning

Services Overview

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About Wealth Preservation Solutions

  • Services Overview
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  • Our Recent Book
  • Insights by Kevin Ellman
  • Articles & Videos
  • About Us
    • About Wealth Preservation Solutions
    • Kestra Investment Management 
  • Contact Us

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