"Helping people meet their financial objectives!" David R. Kallman, CLU, ChFC Dave graduated from the
Dave has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.
Dave is supported by a wonderful and dedicated staff with over 45 years experience in the financial service business.
In Memoriam - Jeffrey A. Kallman For over twenty years Dave was a partner with his brother, Jeff, who died suddenly at age 42. Jeff was an integral part in the growth and success of Kallman Associates. He left behind a large number of friends, clients and business associates who loved and respected him.
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania
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