Seven years ago, I was preparing to take the CFP exam. It was the culmination of a wonderful two-year learning experience that I knew would help me better serve clients.
While my CFP studies were ending, I felt earning my certification was a new beginning of a lifelong pursuit of knowledge that would benefit my clients.
I so often see many of you, my colleagues and clients, extend yourselves every day in an effort to be the very best they can.
I’m thrilled to announce that my next great knowledge pursuit will be joining the summer cohort for the Goldman Sachs 10,000 small businesses. I’m honored and humbled to be joining my accomplished classmates, as well as colleagues across the world who have been part of the Goldman Sachs program.
Serving my clients is a privilege and it’s my goal to bring value to their lives. I can’t wait to apply the knowledge and skills from this new pursuit to serve you better each day.
Orchestrating Fiscal Harmony™,
Kelly Kunst CFP®
Founder
2021 Five Star Wealth Manager
Once again, I am honored to be named a Five Star Wealth Manager by Texas Monthly. Nearly 4,000 Dallas-Fort Worth wealth managers were considered for the award; ten percent of these candidates were named 2021 Five Star Wealth Managers. Being recognized is always nice, but the real blessing is serving families and helping them on the path to fiscal harmony in their lives.
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