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

Kevin McLoughlin, CFP®

Wealth Manager

United Capital Financial Advisers, LLC

746 Walker Road, Suite 16
Great Falls, VA 20190
FINANCIAL ADVISOR'S WEBSITE
(703) 759-7007

General

Kevin McLoughlin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at United Capital Financial Advisers, LLC in Great Falls, 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

More

Helpful Financial Planning Resources