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

Kevin Daniel Barry, CFP®

Cantata Wealth Management

2400 Lewis Grove Ln
Raleigh, NC 27608-1379
(908) 868-9115 CONNECT WITH Kevin
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General

Kevin Barry is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Cantata Wealth Management in Raleigh, NC and the surrounding communities.

Financial Advisor Overview

Fiduciary and Fee Only

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Financial Advisor Experience

9 years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Limited Partnerships, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources