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Kelly Klingaman, CFP®, RLP®

Financial Planning for Professional Women & Dual-Career Couples

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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

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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.

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