Broker Check

Our Services

We can help with investment selection and management, saving for retirement, budgeting and cash flow, goals-based financial analysis, college planning, insurance focused risk management - and much, much more.

Learn more

Independence

After working in financial services at large firms for over 24 years, founder Kelli Gargasz created Client Centric Financial Advisors, LLC in order to provide independent advice to her clients via one-on-one consultation when it is most needed.

Learn more

Values

Client Centric Financial Advisors (CCFA) specializes in helping Clients navigate all stages of their financial lives. CCFA offers relationship-driven financial guidance that is rooted in integrity and transparency. Our goal at CCFA is to build deep, trusting relationships with our Clients spanning multiple generations.

Learn more

Client Centric Philosophy

At Client Centric Financial Advisors, our Clients and their Financial Success always comes first.

Our daily work is Centered around our Clients financial needs, wants, wishes and well-being.

Learn more

Helpful Content

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.