Kevin is a seasoned financial expert who joined Flynn Financial Partners (F2) in November 2020, where he serves as a senior leader within the Private Wealth Management Team. As a Partner at F2, he brings 26 years of experience in the financial services sector, contributing to the growth and enhancement of F2's Wealth Management division.
Kevin's approach to client relationships is characterized by his sincere dedication to understanding their unique personal and financial needs. He collaborates closely with clients to foster lasting connections, always mindful of the market and lifestyle risks that can impact their objectives. This unwavering commitment serves as the cornerstone of Kevin's practice.
Kevin specializes in goal-oriented analysis, meticulous coordination, and efficient execution across various financial areas, including investments, retirement planning, risk management, tax minimization strategies, trusts, and estate planning.
Before joining F2, Kevin served as a Wealth Management Advisor at TIAA, where he worked with high-net-worth families, providing them with comprehensive financial planning and investment services. His career includes a 16-year tenure in financial hubs like NYC, London, and Hong Kong, where he worked as a Trader for UBS and JP Morgan, specializing in international investments for institutional and individual clients.
Kevin places a high priority on continuing education, holding several designations, including Certified Financial Planning (CFP®), Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and IRS Enrolled Agent (EA). He also maintains FINRA Series 7 and 65 licenses and life, health, and variable annuities product licenses. Kevin's educational background includes a B.A. in Economics from Binghamton University.
Outside of his professional life, Kevin resides in Rye, NY, with his wife, three children, and two dogs. In his leisure time, he enjoys staying active, exploring his culinary talents through cooking, and cherishing moments with family and friends. Additionally, Kevin coordinates essential financial literacy education programs for pre-college teens, covering personal finance, investing fundamentals, and entrepreneurship practices. His involvement in these programs underscores his commitment to financial education and empowerment within the community.