Kelly Klingaman, CFP®, RLP®

Name: Kelly Klingaman, CFP®, RLP®
Address: Austin, Texas, United States
Telephone: (281) 814-7629

Financial Planning for Professional Women & Dual-Career Couples

Contact Me Book Intro Call

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More

Elegant business banner featuring the name

Contact Me

Kelly Klingaman Financial Planning Kelly Klingaman, CFP®, RLP®

Austin, TX

Serving Clients Nationwide

Financial Planning for Professional Women & Dual-Career Couples

(281) 814-7629

Website

Areas of Focus

Employee Stock Options
Equity Compensation Options
Financial Life Planning
Investment Management
Women & Wealth

About Me

Hi there, I’m Kelly Klingaman – financial advisor for high-achieving professional women and their families, particularly those women in their early to mid-career working in the finance and tech industries. You’ve got a busy life and you’re juggling a lot. Together we can navigate your high-income years and get clear on how to live a great life using money as a tool.

👩‍💼 Professional:

Prior to founding KKFP, I spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently I was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.

I received a degree in Finance from the University of Texas at Austin McCombs School of Business, and I also hold the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations.

🏐 Personal:

I’m a born-and-raised Texan and have called Austin my home for 15 years. My husband Matt and I have two young kiddos, plus our “first-born” – a German Shorthaired Pointer. On the weekend you’ll find our crew hiking the trails around town and stopping at Tacodeli for lunch, and in the evening we like to put on a Star Wars movie and make homemade pizza.

As for me, my favorite ways to stay active are playing sand volleyball at Aussie’s and paddleboarding on Lady Bird Lake. And while I don’t do the cooking (thanks Hubs!) our pantry is always stocked so I can bake my famous chocolate chip cookies – ask me about the recipe sometime.

Professional Designations

CERTIFIED FINANCIAL PLANNER™ Professional
Registered Life Planner (RLP)

Affiliations

100 Women in Finance
Fee Only Network
National Association of Personal Financial Advisors
Women in ETFs
XY Planning Network

Primary Location

Austin, TX, USA

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Flat Fee
Subscription

What to expect in the first meeting

The first step is an introductory phone call. This is a no-pressure conversation where we will learn more about each other. You’ll also gain a better understanding of how I work with clients and if KKFP is the best fit for your needs. Click the 'Book Intro Call' button above to get started.

Offers Investment Management

Yes

About our Firm

If you’re a professional woman, I understand how it feels when there are never enough hours in a day, and how overwhelming stress often accompanies the balancing act of our personal and professional lives. On top of that, the path to career success is often fraught with roadblocks that men, on average, never face.

One area in particular that never gets the attention it deserves from successful professional women? Their personal finances. What’s worse is the financial services industry tends to neglect this need because it wasn’t designed with women in mind.

A big factor: most financial advisors are men. The CFP Board recently reported that only 23.4% of CERTIFIED FINANCIAL PLANNER™ professionals are women, a number that has hovered steadily around this point for over a decade.

My own experiences and observations pushed me to want better outcomes for women in the corporate world, so I built a business to offer customized financial guidance with all of their needs in mind.

This is the time to start optimizing your high-income years and make sure you’re using your financial resources effectively in order to enjoy life now and the journey ahead.

My Core Business Values:

✅ Integrity: As a fee-only fiduciary, I am bound to act in your best interest at all times when providing financial advice.

✅ Stewardship: I take great responsibility in managing your family’s financial well-being and will advocate for you to use your resources in alignment with your values.

✅ Curiosity: I approach every conversation prepared to listen deeply with empathy and care. You’ll know you’re in a safe space to ask questions, free of any judgment.

✅ Joy: Personal finance is more personal than it is finance. I’ll help you slow down and be present in order to experience the small, everyday moments that life has to offer.

✅ Kindness: “Be kind, be safe, be an includer.” A phrase I repeat with my daughter that carries over into my work. Our conversations are a space where you can be yourself and trust you have my enduring support.

Education

The University of Texas at Austin Bachelor of Business Administration (BBA), Investment Management Finance

Volunteer Experience

Texas Wall Street Women, Programming Committee Chair (Austin) | Women Mentoring Women & Sophomore Development Program Mentor, McCombs School of Business, The University of Texas at Austin

Badges

Hobbies and Interests

Family
Hiking
Volleyball

SEC Lookup

View Disclosure

Who We Serve

Corporate Executives
Couples
Dual Income Family
Gen Y / Millennials
LGBTQ
Parents
Single Women
Technology Professionals
Women Professionals
Women’s Finance
Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Featured
Highlights

We Want Your Voice to be Heard

Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.

Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.

The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.

Tips for Writing a Helpful Review

Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!

Be honest. Your rating and review should reflect your actual experience.

Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.

Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.

Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.

Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.

Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.

Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.

➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.

Disclaimers

Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.

If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.

In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.

The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.

Please refer to the Wealthtender terms of service and privacy policy for additional information.

If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.

Thank you for visiting Wealthtender and giving us the opportunity to serve you.

Why You Should Max Out Your HSA Before Putting More in Your 401(k)

Get to Know Certified Financial Planners & Find a CFP

Should You Hire an XY Planning Network (XYPN) Financial Advisor?

Looking for a Flat Fee Financial Advisor?

Looking for a Subscription-Based Financial Advisor?

Financial Planning For Women By Life Stage And The Advisors Who Serve Them

What is a Registered Life Planner (RLP)?

Financial Planning for the LGBTQ+ Community

Financial Planning for Technology Professionals

Financial Advice for New Parents

Looking for a Financial Advisor for Millennials?