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Red Kennedy Financial

Celebrating nearly two decades as an Advice-Only Financial Planner, I am deeply fulfilled by helping families realize their dreams. Distinct from a broker, I adhere to a strict Fiduciary Standard, ensuring my sole commitment is to the interests of the families I serve.  

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My Story

I graduated from the University of Pittsburgh and the London School of Economics with an MSc in Economics and Philosophy in 1994.   I went on to work as a manager in the Financial Markets group of Accenture.  But, while working at the NASDAQ, I noticed my friends and family taking on much more financial risk during the dot-com bubble than they realized.  Through working with them, I discovered that what I most enjoyed was helping other people succeed.  While starting my practice, I worked for several tax seasons at H&R Block, gaining a deep appreciation for tax planning.  

I am a Registered Investment Advisor with the state of Massachusetts. As a Certified Financial Planner™, I take pride in my membership with NAPFA, the National Association of Personal Financial Advisors, an organization renowned for setting the industry's highest standards in objective and family-first financial advice.  I am also a member of the Garrett Planning Network, a pioneer in putting client's interests first.

Contact

Reach out to me for a free initial consultation

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