Kevin Kennedy is a partner at Flying Point Financial with over 19 years of experience in financial planning and investment management. As chief investment strategist Kevin integrates his in-depth knowledge of the economy and the investment markets with a thorough understanding of each client’s specific objectives and risk tolerance to design individualized investment portfolios. He actively searches for opportunities to maximize tax efficiencies and minimize volatility, making adjustments along the way as economic cycles and our clients’ circumstances evolve over time.
As an experienced financial planner Kevin takes a comprehensive and balanced approach to people’s finances while providing guidance through each phase of life. In his work with our entrepreneur clients he develops strategies that are designed to balance the needs of their businesses with their personal goals.
Kevin uses his extensive college planning experience and resources to help families reduce the high cost of education. Social Security planning is another of his particular areas of expertise.
Born and raised in Massachusetts, Kevin is a graduate of Boston University and an avid New England sports fan. He lives in North Andover and enjoys all the outdoor activities New England has to offer with his family and friends.