Kelly Guncheon, CFP®, ChFC®
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CA,CO,IA,IL,KS,MN,MO,WI
Early on in my financial-services career, I saw and heard how many advisers in this male-dominated industry treated women. And it bothered me greatly.
No wonder more than 70% of widows leave their financial advisers within months of their divorce or spouse's death because they have no relationship with the adviser.
Fifth in a family of six, I grew up knowing strong, successful women: my mother, sister, aunts, and granmothers. I've worked with and for women who helped and influenced my career. And my wife and three daughters remind me every day of the challenges women face in getting the respect and rights they deserve.
It seems silly to even have to say it, but I want to be clear: I serve my female clients as I would want my daughters, my wife, my sister, and my mother treated. I provide my female clients with the attention and respect they deserve, by listening carefully to their plans and then helping them achieve those goals.
Goodwill can create good fortune. Through socially responsible investments and financial planning, I can help ensure a bright future for yourself, your family, and our world through socially responsible investments and financial planning.
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Guncheon Financial LLC is an Investment Adviser registered with the States of Minnesota, California, Colorado, Illinois, Iowa, Missouri, and Wisconsin. This communication is not intended as an offer or solicitation to buy, hold, or sell any financial instrument or investment advisory services.
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.
I am fee-based on assets for investments, with no commissions. Generally my annual fee is 1%, but is flexible based on amount of assets.
Insurance sales are commission-based. Financial planning is generally $1,500/year, depending on complexity of situation and whether I handle investment management.
