Kelly J. Goldsmith,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly J. Goldsmith, CFP®

CLTC,CASL,RICP

Financial Representative

Thrivent Financial

292 S Culver St
Lawrenceville, GA 30046-4806
(770) 982-0420 CONNECT WITH Kelly
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General

Kelly Goldsmith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thrivent Financial in Lawrenceville, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CASL, CKA, CLTC, FIC, RICP

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Insurance, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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