Hi everyone! My name is Kevin. I live in Woodland Hills with my amazing wife and our daughter. I am originally from Massachusetts but made the move to LA in 2017.
I am a licensed financial planner at New York Life for individuals, families, and business'. I spent 12 years as a fitness entrepreneur and small gym owner with a focus on boxing, which has always been a big part of my life. I have always had a strong interest in finance, and now I am grateful to be helping individuals and families reach their financial goals.
Licensed Financial Professional
Whole & Term Life Insurance (individual, family, business)
Annuities
Long Term Care
Estate Planning
Retirement Planning
Individual Disability Insurance
Securities (in process of testing)
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