Travis Edward Kellman, MSFP, CFP®, CRPC®, EA
President/CERTIFIED FINANCIAL PLANNER™ professional
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.
My dedication to the field extends beyond my work at Kellman Barnes. I have served on the board of the Financial Planning Association of Northeastern NY and have been an adjunct professor with the College for Financial Planning, where I had the opportunity to teach financial advisors various financial planning courses.
Currently, I reside in Glenville with my wife, Allison, our two daughters, Katherine and Abigale, our rescue dogs, Brandy and Max, and our rescue cats, Snowflake and Princess. Outside of my professional life, I enjoy running, hiking, camping, and reading.