Meet Kenny
With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Kenneth (Kenny) has developed a comprehensive financial services practice, focusing on assisting families, individuals and closely held business owners achieve their financial goals. His extensive knowledge of financial strategies, coupled with modern analysis tools allows Kenny to customize his approach to each individual client, developing a holistic plan to prepare them for their futures at each stage of life.
By working closely with individualized goals in conjunction with a financial needs analysis, Kenny has effectively established a personalized financial roadmap to help each of his clients accumulate, protect, distribute, and transfer their assets. As a CERTIFIED FINANCIAL PLANNER™ professional, Kenny has met the rigorous curriculum set forth by the CFP® Board, aligning himself with other forward-thinking professionals. This has allowed him to draw on the knowledge and education of his team members as well as other members within the industry and, ultimately, providing more innovative ideas, solutions and service to his practice.
Kenny resides in Warrington, PA with his wife Tina and their son C.J.
ACCREDITATIONS & LICENSES
Drexel University, Lebow College of Business B.S. Business Administration
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL Financial Planner Board of Standards
RETIREMENT PLANNING SPECIALIST Certification University of Pennsylvania, Wharton School
Series 7 & 66 FINRA Registered
Life & Health Insurance Licensed
PROFESSIONAL SKILLS
Cash Flow Planning • Retirement Income Distribution Planning • Portfolio Wealth Management • Tax Efficient Investment Strategies* • Individual Insurance Planning (Life, Disability, Medicare & Long-term Care) • Education Planning • Employer Retirement Plans & Group Benefits • Business Risk Management Strategies • Special Needs Planning • Estate/Legacy Planning
*Equitable does not offer tax or legal advice