Raymond Zegger, CFP^®, MBA

I am a Partner at Kellman Barnes Financial Planning, where I lead advisory relationships and prepare comprehensive financial plans for our clients. My responsibilities encompass implementing recommendations, servicing existing clients, onboarding new clients, and managing portfolio construction and oversight. With over 27 years in the financial services industry, I bring a deep understanding and expertise to my role. Before joining Kellman Barnes, I spent valuable years at Ameriprise Financial, where I honed my skills and obtained my CERTIFIED FINANCIAL PLANNER™ designation in 2000.

Before focusing on individual financial advice, I worked for 11 years as a business management consultant for ECG Consulting Group in Albany, NY. My academic journey took me through Trinity College (Hartford, CT), where I earned a BA in Economics, and then to Rensselaer Polytechnic Institute, where I completed my MBA.

In my current role, I find joy in developing relationships and working alongside clients as they strive to meet their financial and personal goals. Constructing, reviewing, and updating investment portfolios based on client objectives and market conditions is a source of ongoing interest and motivation for me. The deepest satisfaction comes from witnessing clients achieve their goals and gain confidence in their financial well-being.

I currently reside in my hometown of Schenectady, NY, with my wife Gretchen and our two daughters, Alex and Cate. Outside of the office, I am an active member of the Financial Planning Association of Northeastern New York, where I continue to learn and stay current alongside like-minded advisors. My personal interests include hiking (Adirondack 46er and Northeast 111er), kayaking, biking, and reading.