Kevin R. Worthley,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin R. Worthley, CFP®

CDFA™

Executive VP and Principal

Wealth Management Resources, Inc.

501 Great Rd, Ste 201
North Smithfield, RI 02896
(401) 356-1400 x116

General

Kevin Worthley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Resources, Inc. in North Smithfield, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 26, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Divorce Financial Analyst

Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources