i’m here to help you:


  • Plan for retirement & make your retirement savings last
  • Provide for your children’s or grandchildren’s education
  • Build wealth and create a legacy for your family
  • Protect your family using insurance: life, disability, long-term care


Page through our website to learn more. Then let’s talk.

No pressure, no obligation, and no cost for our first meeting.

Kelly Guncheon, CFP, ChFC, CRPS, is a CERTIFIED FINANCIAL PLANNER™ Professional who has run professional organizations, started businesses, and helped individuals and businesses succeed.

In addition to his CFP certification, Kelly is a Chartered Financial Consultant and a Chartered Retirement Plan Specialist. He and his wife Holly helped create the Church of the Epiphany’s Giving Garden, which grows produce to give to a local food shelf; participates in the “Loaves and Fishes” meal program at a Minneapolis church; and serves on the Divestment Committee of Minnesota Interfaith Power and Light, an organization dedicated to involving faith communities in the climate change movement.lly and Holly live in Plymouth with their two youngest daughters, and their oldest daughter teaches elementary school in the San Francisco Area.