Kevin Kynoch CPFA
Kevin Kynoch joined Allied Wealth Partners in 2015, offering over 33 years of expertise in wealth management services.
Kevin began his career in Orlando Florida and found his niche in developing strategies and solutions for closely held business owners and professional practices. In 1984 he transferred north to work with the Lambert M. Huppeler Company, and actuarial and consulting firm in Manhattan and later with New England Wealth Strategies.
In addition to running a successful practice, Kevin has been a speaker and contributor to many seminars, workshops, employee groups and trade publications. Some of his specializations include Corporate Retirement Programs, Employer Plan Analysis and Benchmarking, Corporate and Individual Retirement Planning, Investment Planning and Estate Preservation Strategies.
Kevin is a member of the National Association of Plan Advisors and earned the Certified Plan Fiduciary Advisor designation (CPFA) in 2016, which now enables him to act as a plan fiduciary and help retirement plan sponsors manage their ever increasing roles and legal responsibilities.
Founded in 1966, Allied Wealth Partners prides itself on being an elite Independent Wealth Management Firm within the New York/New Jersey/Connecticut Metropolitan area.