Brian Kennedy

Wealth Planning Advisor

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Camp Hill, Pennsylvania, United States

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Timeline
About me
AEP®, AIF®, ChFC®, CLTC®, CMFC®, CRPC®,CSA®,LUTCF® Founder, Managing Partner and Wealth Planning Advisor at KCA Wealth Management
Education
- National Association of Estate Planners & Councils (NAEPC)
  2002 - 2020
  Accredited Estate Planner® Estate Planning
  The Accredited Estate Planner designation is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
- College for Financial Planning
  2010 - 2011
  CRPC ® Chartered Retirement Planning Counselor
- Certification for Long Term Care
  2007 - 2007
  CLTC Long Term Care Insurance
  The Certification in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.Extended care is a field of study similar to those of insurance, financial services, law and… Show more The Certification in Long-Term Care (CLTC) designation was created in 1999. It focuses on the discipline of extended care planning. It provides professionals the critical tools necessary to discuss the subject of longevity and its consequences on their client's family and finances. Students learn how to mitigate these consequences by developing a plan to protect their clients and their families.Extended care is a field of study similar to those of insurance, financial services, law and accounting.The field focuses on the severe consequences of providing care over an extended period of time.The best way to protect families is not to sell a product, but offer advice that leads to a plan to mitigate those consequences.The CLTC designation has been recognized and supported by The American College, NAIFA and major insurance carriers. Show less
- Cedar Cliff High School
  1986 - 1989
Experience
- Prudential Financial
  Apr 1993 - Apr 2002
  Wealth Planning Advisor
  Financial Services Representative
- Key Advisors Group
  Apr 2002 - May 2010
  Wealth Planning Advisor
- KCA Wealth Management LLC
  May 2010 - now
  Wealth Planning Advisor
  President and owner of Camp Hill , Carlisle and Hershey locations of KCA Wealth Management LLC, (formerly Kennedy-Catalano Advisors Key Financial Group LLC).3806 Market Street Suite 1Camp Hill, PA 17011Office 717-774-7080 Fax 717-920-7645 www.KCAWealth.comI can not communicate with, nor respond to requests from people who reside in states where I am not licensed to conduct insurance or securities business.Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and KCA Wealth Management are not affiliated. Show less
- Kennedy Advisors Key Financial Group LLC
  May 2010 - now
  Wealth Planning Advisor/ President
- Kennedy Catalano Advisors Key Financial Group LLC
  Jul 2012 - Dec 2016
  Wealth Planning Advisor
  President of Kennedy Catalano Advisors Key Financial Group( KAKFG).KAKFG then changed it's name to KCA Wealth Management in January 2017.
Licenses & Certifications
- Accredited Estate Planner (AEP)
  National Association of Estate Planners & Councils (NAEPC)
  Jan 2020
  View certificate
- Certification in Long Term Care
  Certification for Long Term Care
  Jan 2007
  View certificate
- Chartered Mutual Fund Counselor CMFC®
  College for Financial Planning
  Oct 2002
  View certificate
- Accredited Investment Fiduciary AIF®
  Fi360
  Jan 2016
  View certificate
- Certified Senior Advisor (CSA)®
  Society of Certified Senior Advisors
  Mar 2022
  View certificate
- Chartered Financial Consultant ChFC®
  The American College of Financial Services
  May 1996
  View certificate
- Life Underwriters Training Council Fellow
  The American College of Financial Services
  Jan 1994
  View certificate
- Chartered Retirement Planning Counselor CRPC®
  College for Financial Planning
  Jan 2011
  View certificate
- Chartered Retirement Planning Counselor™ or CRPC™ Professional Designation
  College for Financial Planning
  Apr 2011
  View certificate
Honors & Awards
- Awarded to Brian Kennedy
  Financial Leaders Selected By Their Peers Harrisburg Magazine Jan 2016 Yearly Harrisburg Magazine seeks to recognize professionals in the finance industry of Central Pennsylvania who have proven themselves to be leaders in the field. To recognize these individuals, Harrisburg Magazine works in conjunction with the Financial Planning Association of Central PA and the Estate Planning Council of Central PA to help recognize these individuals.
- Awarded to Brian Kennedy
  Financial Leaders Selected By Their Peers Harrisburg Magazine Jan 2015 Yearly Harrisburg Magazine seeks to recognize professionals in the finance industry of Central Pennsylvania who have proven themselves to be leaders in the field. To recognize these individuals, Harrisburg Magazine works in conjunction with the Financial Planning Association of Central PA and the Estate Planning Council of Central PA to help recognize these individuals.
- Awarded to Brian Kennedy
  Chairman's Council Lincoln Financial Advisors Elite group of Financial Planners top 200 in Lincoln Financial Advisors
- Awarded to Brian Kennedy
  Chairman's Council Equity Services Inc Elite group of Financial Planners top 100 of Equity Services