CERTIFIED FINANCIAL PLANNER™ located in Atlanta, GA

Christian Koch | CFP®, CPWA®, CDFA™, RICP®

CFP

KAM - South, LLC

Founder and Owner

  • CERTIFIED FINANCIAL PLANNER™ Certificant: Verified
  • Year CFP® Certification Received: 2011
  • CFP® Board Disciplinary History: No

Christian Koch is an Atlanta, GA financial advisor and investment manger. KAM - South, LLC specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Christian Koch is a CERTIFIED FINANCIAL PLANNER™ Professional.


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About Christian Koch, CFP®, CPWA®, CDFA™, RICP®

CERTIFIED Matters. Not all advisors are equal.

  • Education
  • Examination
  • Experience
  • Ethics
  • Enforcement

Christian Koch, President and Chief Investment Officer of KAM South, is a long-time investment manager and Best-Selling Author of two books and is recognized as one of the top thought-leaders and private wealth experts in the money management industry.

Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner ™, Certified Divorce Financial Analyst ™ and Certified Private Wealth Advisor® certifications, placing him in a select group of financial professionals. He focuses on retirement portfolio construction but says real success is defined by helping people make informed decisions and by client satisfaction.

Our clients rely on our specialized knowledge and sophisticated services to help them achieve their most important financial goals, for example financial security now and in the future, quality educations for their children, and comfortable retirements. We take the time to understand our clients' goals, concerns, past experiences, and requirements. Then we develop custom solutions that are tailored to meet client requirements, minimize concerns, and achieve financial goals. This singular mindset has served our clients well during the turbulent investment environment we have experienced since 2000.

Working in Financial Services Since:
With over 20 plus years of active investment management experience, Mr. Koch brings to bear his expertise, observations, judgement and rules of thumb to each client's financial situation.

Education:
Harvard Business School, Stetson University, University of Georgia-Terry College of Business

Personal Details:
In 2013, 2014 and 2015, Christian’s credentials and work were rigorously examined and he was honored with a coveted Five Star Wealth Manager Award. When not assisting clients, Christian enjoys his involvement with the Rotary Club of Buckhead and is involved in the Harvard Business School Club of Atlanta.

How I Can Help

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • College Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Executives
  • Entrepreneurs
  • Small Business Owners
  • Sudden Money Situations

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Christian Koch is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • CIMA - Certified Investment Management Analyst
    Christian Koch is a Certified Investment Management Analyst® (CIMA®)

    CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

  • CPWA - Certified Private Wealth Advisor
    Christian Koch is a Certified Private Wealth Advisor ® (CPWA®)

    The Certified Private Wealth Advisor® credential is an advanced certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Intended for current practitioners already working with high-net-worth clients, CPWA® designees must have a full five years of work in financial planning, investment management and retirement planning.

  • Divorce Financial Analyst
    Christian Koch is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • Retirement Income Certified Professional®
    Christian Koch is a Retirement Income Certified Professional® (RICP®)

    A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.

  • Five Star Wealth Manager Award
    Christian Koch was honored with the Five Star Wealth Manager Award

    The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

  • Ed Slott's Elite IRA Advisor Group
    Christian Koch is a member of Ed Slott's Elite IRA Advisor Group&sm;

    Ed Slott's Elite IRA Advisor Group℠ is an exclusive organization of financial advisors who are dedicated to being leaders in the IRA industry. Ed Slott has created Ed Slott's Elite IRA Advisor Group℠ as a single resource for serious professionals. Ed Slott's Elite IRA Advisors are equipped with up-to-date tools and resources to help their clients

Contact Christian Koch

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Location Information

All Locations

  • 400 Interstate N. Parkway SE
    Suite 330
    Atlanta, GA 30339

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