Kevin 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.
You have worked hard to accumulate your assets, and we work hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, we always put your interests first and strive for excellence in every facet of our practice.
You will benefit from working with us if you:
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:
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.
As a Registered Investment Advisor, we always put your interests first and strive for excellence in every facet of our practice.
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.
Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions, and manage your financial plan.
Market Presentation 12-6-22
Market Presentation 7-7-22
SECURE-CARES Act Webinar 6-18-2020
Market Presentation 4-2-20
CONTACT
Phone: 510-748-1898
Fax: 510-748-1896
kevin@KevinKennedyLLC.com
1516 Oak Street, Suite 101
Alameda, CA 94501
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