Kevin McLoughlin, CFP<sup>&reg;</sup> - Financial Advisor

Kevin McLoughlin, CFP®

Co-Founder

Trio Wealth Management, LLC

47296 Middle Bluff Pl
Sterling, VA 20165-3126
FINANCIAL ADVISOR'S WEBSITE
(703) 659-5844

General

Kevin McLoughlin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Trio Wealth Management, LLC in Sterling, VA and the surrounding communities.

Financial Advisor Experience

Kevin McLoughlin, CFP® began his financial services career in 2006 and in 2018 joined United Capital Financial Advisors, LLC. as a Wealth Manager. Kevin is a Certified Financial Planner™ professional with a B.S. in Finance from St. Joseph’s University (Philadelphia, PA) and an Executive Certificate in Financial Planning from Georgetown University (Washington, D.C.). With a diversified professional background in financial planning, investment management, and management consulting, he enjoys working with individuals and families to strategize and achieve their life and financial goals. Kevin has accomplished this by developing customized plans and investment portfolios reflective of those goals while continuously managing risk. Professional Association memberships include: Member, Financial Planning Association (FPA) Member, FPA Natonal Capital Chaper

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Married, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care

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