OUR TEAM
Christopher Kellett
Interests
- Watching/attending Penn State sporting events
- Avid fan of the NY Giants and Yankees
Areas of Focus
- Comprehensive Financial Planning
- Portfolio Monitoring
- Retirement Planning Strategies
- Saving for Education
Education
- Pennsylvania State University, BS, Economics, 2020
Qualifications
- Series 7, Series 66, Life & Health certification held through LPL Financial
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CRPC® Chartered Retirement Planning Counselor℠
The Chartered Retirement Planning CounselorSM certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning CounselorSM is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
Christopher Kellett is a financial advisor with, and Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.
CRPC conferred by the College for Financial Planning.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NJ.
