Ellis Financial Planning offers personalized full-service financial planning. You are one-of-a-kind. Shouldn't your financial planning be too? Our professional asset management services can help secure your financial future. You need experienced financial advisers. We specialize in wealth management, estate planning, charitable giving strategies and asset protection that align your values with your goals. You deserve a team you can trust with your life savings. The markets can be unpredictable. That doesn't mean your financial plan has to be. Your success is our focus. Kathy Ellis is a CERTIFIED FINANCIAL PLANNERu2122 professional (CFPu00ae professional).
Location
Certified by Ellis Financial Planning • Mar 01, 2026
Certified by Ellis Financial Planning • Mar 01, 2026
Brand Certified Facts from Ellis Financial Planning
Ellis Financial Planning partners directly with Yext to publish this data from the brand's official system of record. Learn more about our data sources
Certified March 01, 2026Yext Knowledge Graph
Address
Categories
Geo coordinates
Legal business name
Hours of operation
Phone number
Official website
Syndication Network
Approved business data is pushed to 100+ publishers, including: