Kevin Chandler (BS, CFP®)
Kevin Chandler focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Additional Information
Kevin is a Senior Financial Planner with Galecki Financial Management. Focusing on analyzing cash flow, risk management, estate planning and retirement projections for the firm’s financial planning clients.
Kevin joined Galecki Financial Management in 2014.
Kevin earned his bachelor’s degree from the Indiana University’s Kelley School of Business majoring in Finance and Computer Information Systems in May of 2003. Upon graduation, he joined Bank One / JPMorgan Chase in their Internal Audit department. In 2005, he joined the trust department of The Northern Trust Company in Chicago, IL where he held roles as an Assist Relationship Manager, Financial Consultant, and Division Head. Kevin managed a group of 8 professionals, as well as, assisted clients in wealth transfer techniques, cash flow analysis, tax, and partnership construction. Kevin was an Advisory Member of the Investment Oversight Committee which reviewed client’s investment portfolios.
NAPFA Start Date
July 05, 2017
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