Travis Edward Kellman, CFP<sup>&reg;</sup> - Financial Advisor

Travis Edward Kellman, CFP®

MSFP,CRPC®,EA

CFP

Kellman Barnes Financial Planning

1473 Erie Blvd, Suite 202
Schenectady, NY 12305
FINANCIAL ADVISOR'S WEBSITE
(518) 372-5500 CONNECT WITH Travis
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General

Travis Kellman is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Kellman Barnes Financial Planning in Schenectady, NY and the surrounding communities.

Financial Advisor Overview

Our firm offers a comprehensive financial planning process, utilizing cutting-edge technology and strategies presented in an easy-to-understand manner. We focus on evidence-based investing, managed by an advisor who prioritizes your best interest. Our proactive, high-touch customer process provides personalized support, enhancing your confidence in pursuing financial goals.

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Financial Advisor Experience

I am the President and a CERTIFIED FINANCIAL PLANNER™ professional at Kellman Barnes Financial Planning. In my role, I manage the business and provide comprehensive financial planning to our clients. With over 19 years in the financial services industry, I have developed a deep commitment to advancing the financial planning profession. Born in Schenectady, I graduated from Niskayuna Central Schools and went on to earn a B.S. in Business Economics from SUNY Plattsburgh. I furthered my education with an M.S. in Personal Financial Planning from the College for Financial Planning. In addition to my CFP® designation, I hold the Chartered Retirement Planning Counselor? designation and am an Enrolled Agent with the IRS. These credentials equip me to offer my clients a robust and well-rounded approach to their financial planning needs. I firmly believe that the greatest value I can provide is the confidence my clients need to take the next step in their financial journey.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - M.S. Personal Financial Planning (MSFP), Chartered Retirement Planning Counselor (CRPC), EA

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources