Richard P. Kass,  CFP<sup>&reg;</sup> - Financial Advisor

Richard P. Kass, CFP®

AIF

President

KBK Wealth Management

28 W 44th St, Ste 1200
New York, NY 10036
(212) 944-8501

General

Richard Kass is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at KBK Wealth Management in New York, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources