Kevin Kennedy LLC in Alameda
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Kevin Kennedy, LLC
(510) 748-1898 1516 Oak St., Suite 101 Alameda, CA 94501 |
President - Kevin Kennedy
www.KevinKennedyLLC.com kevin@KevinKennedyLLC.com |
K evin Kennedy LLC provides independent wealth- management services to individuals, families and
business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We then form key strategic alliances to manage your plan and help you reach your life goals and financial objectives.
Kevin Kennedy became an independent advisor after 16 years as a broker with major Wall Street firms because he wanted to provide Alameda-area residents with objective advice. He has been in the financial services industry since 1988.
Kevin is well known in Alameda because of his high level of community involvement. He was first elected city treasurer in 2000 and is now serving his third term. Kevin also serves on the board of the Bank of Alameda. He is an active member of the Alameda Kiwanis Club and the Alameda Elks Lodge No.1015.
Kevin understands you have worked hard to accumulate your assets, and he works hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, Kevin always put your interests first and strives for excellence in every facet of the practice.
COMPANY PHILOSOPHY
A Coordinated Approach
Kevin Kennedy LLC works with your legal and tax advisors to coordinate your overall financial life while managing your investments. We get to know you well so that we can provide the big-picture oversight that you need to succeed. We are committed to providing you:
• Personalized service
• Commitment to your success
• Expertise and experience
• Comprehensive wealth management services
• Independent, objective advice and solutions
A Close Partnership
Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions and manage your financial plan. Let Kevin Kennedy LLC be your partner in achieving long-term financial success and peace of mind.
business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We then form key strategic alliances to manage your plan and help you reach your life goals and financial objectives.
Kevin Kennedy became an independent advisor after 16 years as a broker with major Wall Street firms because he wanted to provide Alameda-area residents with objective advice. He has been in the financial services industry since 1988.
Kevin is well known in Alameda because of his high level of community involvement. He was first elected city treasurer in 2000 and is now serving his third term. Kevin also serves on the board of the Bank of Alameda. He is an active member of the Alameda Kiwanis Club and the Alameda Elks Lodge No.1015.
Kevin understands you have worked hard to accumulate your assets, and he works hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, Kevin always put your interests first and strives for excellence in every facet of the practice.
COMPANY PHILOSOPHY
A Coordinated Approach
Kevin Kennedy LLC works with your legal and tax advisors to coordinate your overall financial life while managing your investments. We get to know you well so that we can provide the big-picture oversight that you need to succeed. We are committed to providing you:
• Personalized service
• Commitment to your success
• Expertise and experience
• Comprehensive wealth management services
• Independent, objective advice and solutions
A Close Partnership
Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions and manage your financial plan. Let Kevin Kennedy LLC be your partner in achieving long-term financial success and peace of mind.
SERVICES
General financial planning
Retirement planning
Education planning
Investment management
HOURS
Monday–Friday 8 a.m. - 3 p.m.
or by appointment
YEARS PRACTICING
Over 25
ACCREDITATIONS / CERTIFICATIONS
Certified Financial Planner
ASSOCIATIONS / AFFILIATIONS
Kiwanis Club of Alameda
Alameda Elks Lodge No.101
Alameda Chamber of Commerce
Park Street Business Association
General financial planning
Retirement planning
Education planning
Investment management
HOURS
Monday–Friday 8 a.m. - 3 p.m.
or by appointment
YEARS PRACTICING
Over 25
ACCREDITATIONS / CERTIFICATIONS
Certified Financial Planner
ASSOCIATIONS / AFFILIATIONS
Kiwanis Club of Alameda
Alameda Elks Lodge No.101
Alameda Chamber of Commerce
Park Street Business Association