Kevin P. Farrell,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin P. Farrell, CFP®

MBA,

Farrell Financial Inc.

86 Long Ct, Ste C
Thousand Oaks, CA 91360
(818) 874-4005

General

Kevin Farrell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Farrell Financial Inc. in Thousand Oaks, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Retirement, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth

More

Helpful Financial Planning Resources