The team at Defined Financial Planning is dedicated to helping clients dig deeper to clarify and prioritize their goals. Whether planning for retirement or navigating one of life’s many financial transitions, they help clients achieve optimal results by building a customized financial solution.

Services include customized financial planning, investment management, and insurance services.

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We can provide the big-picture oversight that you need to succeed by working with your legal and tax advisors to coordinate your overall financial life while managing your investments.

Personalized mortgage solutions, fast customized quotes, great rates, and service with integrity.

There’s an advantage in working with an Edward Jones advisor who knows you and your financial goals. That’s what makes Edward Jones different from other investment firms. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them.

When it comes to your financial future, it’s important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and see how personal service can make a difference.