Kevin Ellman CFP

CEO - Wealth Preservation Solutions

 

Advisor Biography

As CEO of Wealth Preservation Solutions, LLC, Kevin oversees investment portfolio design and management for the firm’s private wealth clients. As a financial advisor, he has provided the full array of financial, estate and retirement planning services to business owners, families, executives and individuals for over 25 years.

Kevin is a frequent guest speaker at both corporate, public and private group events. He regularly conducts workshops and seminars on the subjects of investment portfolio planning, retirement planning, estate planning and business succession planning. He has appeared as a financial commentator on CNBC (Morning Call, Portfolio Make-Over, Make Your Money Work, Power Lunch), and on ABC, and has been quoted in Businessweek, CBS Market Watch, Fortune Magazine and The Wall Street Journal.

Prior to entering the business of financial planning, Kevin was the Executive Vice President of Beefsteak Charlies, a 70-unit restaurant chain. Early in his career, Kevin was a professional drummer, who toured and recorded with major stars such as: Bette Midler, Barry Manilow, Richie Havens, Todd Rundgren & Utopia, Chuck Berry, Laura Branigan, Felix Cavaliere and Gene Cornish of The Young Rascals, Mary Travers, and Manhattan Transfer.

Outside the office, Kevin is an avid reader, a fitness buff and a devoted family man. He enjoys spending his spare time playing golf, scuba diving, and playing music.

Kevin is a board member of the Spirit of Harmony Foundation – Supporting & Funding Music Education.

Experience

March 2016 - March 2017

Member Board Of Directors - Spirit of Harmony Foundation - Spirit of Harmony Foundation

  • Attempted to foster early childhood music education
  • Helped raise money and organize events
  • Gave speeches on behalf of the organization
  • Performed at events

March 2014 - March 2017

Member - CEO Clubs World Wide - CEO Clubs World Wide

May 2003 -

CEO - Wealth Preservation Solutions, LLC and Wealth Preservation Solutions for Women - Wealth Preservation Solutions, LLC and Wealth Preservation Solutions for Women

  • Develops comprehensive wealth management plans for business
  • Developing a long-term plan for the business

Advisor Skills

Wealth Management

Estate Planning

Financial Modeling

Succession Planning

Asset Management