![Marty Kelman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Martin S.
Kelman is a Senior Financial Advisor & Founding Shareholder at Kelman-Lazarov, Inc. He is also a Chairman of the firm.
He brings to his role decades of experience and success in building relationships and helping others build wealth.
He received his undergraduate degree from the University of Virginia, a graduate degree from the University of Memphis and an MBA from the University of Memphis.
He is a Certified Financial Planner® and Certified Retirement Counselor.
Postes actifs de Marty Kelman
| Sociétés | Poste | Début |
|---|---|---|
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Fondateur | 01/01/1979 |
Formation de Marty Kelman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
83
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of Virginia
 University of Virginia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Memphis
 University of Memphis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Finance |
