Kevin O'Leary works with individuals, families, endowments and foundations to achieve their financial planning and investment goals. He provides advice on Asset Allocation, Insurance, Retirement Planning, Educational Savings Planning and Estate Planning including Intergenerational Wealth Transfer. Working with a network of highly skilled tax and legal professionals, he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

• Chartered Financial Analyst (CFA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

• B.S., Business Administration, University of Vermont

• Series 63, Uniform Securities State Agent
• Life & Health Insurance Licensed: NY, NJ, CT & PA
• Series 65, Investment Advisor Representative
• Series 7, General Securities Representative
• Series 31, Managed Futures Representative

• Member of the Financial Planning Association and
• New York Society of Securities Analysts

AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA