Kennedy Wealth Management
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- Kennedy Wealth Management, LLC specializes in the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. They work closely with clients to preserve their wealth and generate lifetime income streams from it. Mark Kennedy is one of Southern Californias leading Registered Investment Advisors, (RIA) and currently serves as founder and president of Kennedy Wealth Management, LLC and Kennedy Financial and Insurance Services, Inc. For nearly two decades Mr. Kennedy has helped thousands of small business owners and families in the Greater Los Angeles area with their wealth planning needs. Moreover, he has been featured on numerous major news outlets including Fox Business, ABC and CBS. He has also written articles for several publications, including Senior Living, Smart Money, Life After 50 and CNBC.com among many others. 2013 marks the third consecutive year that Kennedy Wealth Management was voted Best in Wealth Management by Los Angeles Daily News readers.
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Headquarters:23901 Calabasas Road Suite 1064, Calabasas, California, United States
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Phone Number: +1 818-224-4177
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Website: https://www.kennedywealthmgmt.com
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Employees:7
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Revenue:$1 - 10M
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Legal Name:Kennedy Wealth Management
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Kennedy Wealth Management's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Kennedy Wealth Management
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Where are Kennedy Wealth Management's Headquarters?
Kennedy Wealth Management's Headquarters are in 23901 Calabasas Road Suite 1064,Calabasas,California,United States
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What is Kennedy Wealth Management's phone number?
Kennedy Wealth Management's phone number is +1 818-224-4177
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What is Kennedy Wealth Management's official website?
Kennedy Wealth Management's official website is https://www.kennedywealthmgmt.com
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What is Kennedy Wealth Management's Revenue?
Kennedy Wealth Management's revenue is $1 - 10M
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What is Kennedy Wealth Management's NAICS code?
Kennedy Wealth Management's NAICS code is 523930
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How many employees are working in Kennedy Wealth Management
Kennedy Wealth Management has 7 employees
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What is Kennedy Wealth Management's Industry?
Kennedy Wealth Management is in the industry of Financial Services
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Who is Kennedy Wealth Management's President?
Kennedy Wealth Management's President is Mark Kennedy