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

Kevin R. Kennedy, CFP®

Kevin Kennedy, LLC

1516 Oak St, Ste 101
Alameda, CA 94501
(888) 799-0302
(510) 748-1898

General

Kevin Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kevin Kennedy, LLC in Alameda, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Job Loss, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Nontraditional Households

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