Vaughn Kellerman

Background

About Vaughn Kellerman

Growing up, financial stress was a constant part of my family's lives as we were living day to day and paycheck to paycheck, unable to really experience a life where we could be financially free. As I got older and jumped into the workforce, I became very interested in people’s behaviors around money and how they use money. I have come to understand that the key to success and achieving financial freedom is understanding that money is a TOOL to unlock an incredibly rewarding life. On top of that, I wanted to help people make smart financial decisions for their future and their family’s future for generations to come. Fast forward to today, I am in a position where I am immersed in financial planning done the right way, sitting on the same side of the table with clients, with one goal always in mind: doing what’s best for the client at all times. I became a CFP® Professional in August 2022 and earned the designation of Accredited Behavior Finance Professional (ABFP) in June 2023. Beyond becoming a CFP® Professional, I plan on continuing to be a lifelong learner and always striving to become a better financial planner for my clients.