Kevin J. Brady,  CFP<sup>&reg;</sup> - Financial Advisor

Kevin J. Brady, CFP®

Senior Advisor Associate

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175
(608) 416-4395 CONNECT WITH Kevin
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General

Kevin Brady is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in New York, NY and the surrounding communities.

Financial Advisor Overview

Sontag Advisory began as a firm in 1995 and as of 2018, manages $4 billion+ of assets and works with 1000+ individuals to provide comprehensive and fiduciary wealth management services.

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Financial Advisor Experience

Certified Financial Planner (CFP®) professional with 6+ years of experience in a variety of planning roles. Work within a team structure at Sontag Advisory.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources