Kelly Guncheon, CFP, ChFC

Certified Financial Planner™, Chartered Financial Consultant®

Professional Focus and Services

Good will can create good fortune. We can help.
 
At Guncheon Financial, we believe you can "walk the talk" and incorporate your values when it comes to investments and financial planning.  Investing in a socially responsible, values-driven, or faith-based way simply considers a company's performance in several areas:  environmental, social, and governance (how a company is managed). 
 
We work with individuals, families, and businesses to earn competitive investment returns while helping build a just and sustainable future.   We also provide risk management (life, disability, and long-term care insurance), group retirement plans, and comprehensive financial planning.

 

Professional Affiliations

  • Financial Planning Association member
  • Member, First Affirmative Financial Network

Education and Experience

  • Certified Financial Planner™
  • Chartered Financial Consultant
  • Series 6, 7, and 63 licenses
  • B.A. English, Elmhurst (IL) College
  • 10 years a financial adviser, 6 years with my own firm

Community Involvement

  • Member, Minnesota Interfaith Power & Light Divestment Committee
  • Member, MN-350.org Divestment Committee
  • Member, Earthkeepers Circle
  • Coordinator, Westside Progressives
  • Episcopal Church of the Epiphany Vestry and Finance Committee member, Stewardship Chair, and Caring for Creation Commissioner
  • Member, League of Women Voters
  • Loaves and Fishes
  • Mayflower TrustBuilders volunteer
  • Habitat for Humanity volunteer
Disclaimer

Guncheon Financial LLC is an Investment Adviser registered with the States of Minnesota and Illinois.

Kelly Guncheon subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisory representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of Guncheon Financial, LLC.

First Affirmative Financial Network is an independent Registered Investment Advisor (SEC File #801-56587).

The credentials CFP® and ChFC® listed above bear trademarks.