Christian Koch
CFP®, CPWA®, CDFA®, RICP®
KAM - South, LLC
Financial Advisor
Christian Koch
CFP®, CPWA®, CDFA®, RICP®
KAM - South, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christian Koch, CFP®, CPWA®, CDFA®, RICP®
Fee Only Financial Advisor Located in Atlanta, GA and serving the Entire Athens, Peathtree City, and Metro-Atlanta Area
KAM South is an independent, fee-only financial planning and fiduciary investment management company based in Atlanta, GA, serving the metro area and clients across the United States. KAM South offers expert advice for Investment Management, Retirement, Financial Planning and Tax Strategies. KAM South’s expert strategies for financial planning are based on many years of experience by KAM South founder, Christian Koch, CFP®, CPWA®, CDFA™, RICP®
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.
Books by Christian Koch
Get a FREE CHAPTER of Get in the Game, written by Wealth Manager, Christian Koch.
Soul of Success
"Christian Koch and the World's Leading Entrepreneurs & Professionals Reveal Their Core Strategies for Getting to the Heart of Health, Wealth & Success"
- Featuring Christian Koch & Jack Canfield
Get Investment, Retirement Planning, and Financial Planning Tips from Christian Koch on Video
Christian Koch is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
KAM South Mission
We regard the stewardship of your capital as a sacred trust. We place client needs first, and remain focused on how to best manage your capital. We pledge to provide the finest combination of service in the areas of investment management and financial planning.
About KAM South
KAM South is a Fee-Only wealth management firm, offering Investment Management and Financial Planning Services. As a Fee-Only advisor, KAM South receives compensation from its clients only for the services it provides; fees are not contingent on the purchase or sale of financial products which allows KAM South to offer objective and unbiased advice to its clients. It is the aim of KAM South to provide a holistic method of wealth management, integrating the disciplines of investment management and financial planning for each individual client or family.
Christian Koch, CFP®
Christian G. Koch, President and sole owner of KAM South, is a long-time investment manager and recognized equity research industry leader. Koch is a Certified Financial Planner ™ Professional, and is a member of the New York Society of Securities Analysts, the Financial Planning Association of Georgia, and the Harvard Business School Club of Atlanta.
Converting Your Investment Portfolio into Retirement Income
At KAMSouth, we also specialize in providing retirement income strategies. Our investment process is designed to develop customized portfolios to achieve predictable and sustainable income. The economics of the new retirement are such that one must develop an income and investment plan that supports the “De-cumulation” phase. The best analogy is a Mt. Everest climber who spent all of his time planning the climb up and no time planning his descent down. Most accidents happen on the descent, after the hiker has made it to the top. Converting your investment portfolio into retirement income is critical. It requires a different strategy than that of the accumulation phase. Our unique retirement strategy focuses on individual securities with attractive interest and dividend characteristics without over-emphasizing fixed income investments.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Christian Koch is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Christian Koch is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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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.
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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.
Contact Christian Koch
Office Locations:
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400 Interstate N. Parkway SE
Suite 330
Atlanta, GA 30339