Marty Kelman, CFP®, CRC®

Marty Kelman, CFP®, CRC®

Chairman, Co-Founder

Marty is the Chairman and co-founder of Kelman-Lazarov. In this role, he helps develop investment strategies and coordinates planning and consulting activities for the firm. In 1984, Marty earned his CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation. He is a member of the Financial Planning Association and is a past president of the Memphis Chapter for the International Association for Financial Planning.

Marty finds helping K-L clients and their families to be especially gratifying. “I love to meet with our clients and help them reach their life goals,” he says. “Many times we engage in some fairly intimate conversations about family situations. I have been told I am bilingual – I can speak financial and emotional!”

An active member of the Memphis community, Marty holds a belief that one should not complain about one’s community without trying to make it a better place. He is a member of the Boards of Trustees of Lausanne Collegiate School and Jewish Community Partners. Over the years, he has served on the Board of Directors of Ridgeway Country Club, as president of the Board of Trustees for Lausanne Collegiate School, on the Board of Trustees for Leadership Memphis, as the director of the Epilepsy Foundation, as chairman of the Memphis Youth Guidance Commission, and as a member of the Junior League of Memphis Community Advisory Board.

The son of Holocaust survivors, Marty is actively involved with Facing History and Ourselves, an education initiative that teaches students about racism, anti-Semitism, and prejudice so they can prevent it from happening in the future. Marty serves on both the Memphis Advisory Board and the National Board of Trustees for the organization.

He received a B.A. degree in history from the University of Virginia in 1973. He earned his M.Ed. in Counseling in 1976 and an M.B.A. in Finance in 1981, both from the University of Memphis.

Marty is married to Dale, a psychologist. Their son Alex earned his Ph.D. in psychology in December 2015. Marty loves playing golf and believes in strength training and exercising. For him, taking a hike in a beautiful natural setting is always a great day!