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You are here: Home / Archives for Kevin Ellman, CFP ®

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.

Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box

EPISODE #4 - July 6, 2020 "How can you help people become better in some way, and make their lives better in some way. So I think that's the number one state of mind Read More...

Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box

~ Article by Kevin Ellman, CFP ®

Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box

EPISODE #3 - June 15, 2020 "Be willing to think outside the box, look around the corner, see what's coming next, try to anticipate problems and try to solve them Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

July 6 , 2020 - First, the good news. We often look to the housing market as a good indicator of consumer Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

June 15, 2020 Recently, we upgraded our Black Diamond Portfolio reporting system and can now make it available for your personal use.  The initial reviews from clients Read More...

Monday Update by Kevin Ellman

~ Article by Kevin Ellman, CFP ®

Monday Update by Kevin Ellman

June 8, 2020 Everyone knows that under perfect circumstances, investing in the stock market by seeking opportunities to buy low and sell Read More...

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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

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About Wealth Preservation Solutions

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