Who We Are

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.

A Certified Financial PlannerTM, he formed Kevin Kennedy LLC in 2004 as a Registered Investment Advisor and established himself as a fee-only wealth manager. The move reflects Kevin’s commitment to provide independent financial advice and wealth management services without the conflicts of interest that accompany commission-based financial services.

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 Bank of Marin. He is an active member of the Alameda Kiwanis Club and the Alameda Elks Lodge #1015.

For many years, Kevin wrote a column on financial matters for the Alameda Journal newspaper and previously hosted a business show on cable television.

He prides himself on knowing the Alameda community well and serving Alameda residents with the personal attention needed to achieve true financial success. If you are a new arrival he will ask why you relocated to Alameda. If you grew up here, he has seen the same changes that you have experienced. His goal is to be the most effective wealth manager in Alameda.

As the son of a Financial Planner, the power of saving and investing has always been at the forefront of Ryan’s values. Ryan attended San Diego State University where he obtained a degree in Financial Services with an emphasis in Financial Planning. During the summers, Ryan served as a paraplanner at Kevin Kennedy, LLC., and after graduating he worked at two large planning firms before making the decision to join his father and support delivering top-notch planning services to clients. 

Lee’s path to Kevin Kennedy LLC began when he learned about the power of compound interest while attending a finance class at his alma mater, Villanova University. Lee joins us from SEI Investments, where he oversaw the largest SEI relationships on the West Coast. His addition to the team will help bring a better understanding of the investment capabilities that SEI offers. Lee has over 20 years of industry experience while working with firms such as Pershing, Bank of New York Mellon, and SEI Investments.

Lee has always shared Kevin’s belief that wealth should be aligned in such a way that it enables your life, not the other way around. This inspires an approach based not on a single, rigid, financial solution, but on a vital process in which your wealth is always at the service of your life.

Kathy joined Kevin Kennedy, LLC in 2017, bringing a wealth of experience in office administration in the financial services industry.

Kathy prides herself on providing topnotch client service, making working with Kevin Kennedy LLC easy and pleasant for clients.