Christian G. Koch
(CFP®)
This advisor specializes in the following areas of expertise:
- Advising Entrepreneurs
- Advising Medical Professionals
- Retirement Planning & Distribution Rules
- Middle Income Client Needs
- Ongoing Investment Management
- Women's Financial Planning Issues
Planning Specialties
We use the case method process that I learned at HBS. As we review your financial issues and goals we analyze the situation, decide what actions are critical and present conclusions.
Additional Information
KAMSouth is a boutique firm focused on investment management and financial planning service. Our unique value proposition is that we offer a TRUE alternative to the traditional sales based broker dealer relationship.
NAPFA Start Date
January 07, 2011
Industry Start Date
January 01, 1994