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Kevin R. Kennedy, CFP®

Kevin Kennedy, LLC

1516 Oak St
Ste 101
Alameda, CA 94501-2953
Phone: (510) 748-1898
Fax: (510) 748-1896

Toll-free: (888) 799-0302

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

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

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.