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Kelly J Goldsmith

Advisor Image
Kelly J Goldsmith
Associate Financial Advisor
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CFP®, CASL®, RICP®, CLTC®, CKA®
Part of the East Metro Team practice
About Kelly Goldsmith
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Advisor for Senior Living®
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Certified Kingdom Advisor®
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Georgia

Insights

Donor-advised funds: Helping you help others
Donor-advised funds: Helping you help othersBeing able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further. A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give. Explore whether a DAF is right for you. ⬇️
Donating life insurance to charity: What you need to know
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Thrivent Presents: The Washington Update Featuring Jeff Bush image

Thrivent Presents: The Washington Update Featuring Jeff Bush

Oct 27, 2026, 5:00 PM UTC
Exclusive Live Webinar | 1 PM or 7:30 PM
Interested in knowing how what’s happening in Washington affects your bottom line? During “The Washington Update,” get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation’s capital and its impact on your taxes, investments and retirement planning. This exclusive online workshop will be offered live at two different times. Simply choose the session that works best for you! Register now to reserve your spot!No products will be sold.Jeff Bush is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Jeff Bush are their own and not necessarily those of Thrivent or its affiliates.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
Market & Economic Update Lunch | Daytona Beach, FL image

Market & Economic Update Lunch | Daytona Beach, FL

Oct 29, 2026, 3:30 PM UTC - Oct 29, 2026, 5:00 PM UTC
Halifax River Yacht Club, 331 South Beach Street, Daytona Beach, FL 32114
Join us for an exclusive Economic Update presentation designed to help you understand the latest market trends and make informed decisions about your financial strategy. Whether you’re planning for retirement, managing investments, or simply want to stay ahead of economic changes, this session is for you! Click "Learn More" for event details and to register beginning Monday, September 21 at 8:00 AM.No products will be sold.Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.36378M R11-25
View all events→
Office location
Lawrenceville Location
292 S Culver St
Lawrenceville, GA 30046
Phone770-982-0420Fax877-689-0351Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.