Kevin Flaherty, Cfp® Email and Phone Number
I am a fee-only financial advisor, and my mission is to partner with employees in the academic world, helping them take control of their finances as they approach and move through retirement. About our practice:Tenured Advisors is a boutique, full-service wealth management firm that provides personalized, in-depth financial planning and exceptional client service. With offices in Portsmouth, NH, and Reading, MA, our team specializes in serving Northern New England and the Greater Boston area and has supported these communities for more than a decade. We build lifelong relationships with our clients and their loved ones and care for them as we would our own families.
Tenured Advisors
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Senior Wealth Management Advisor And Founder At Tenured AdvisorsTenured AdvisorsReading, Ma, Us -
Senior Wealth Management Advisor/Founder At Tenured AdvisorsTenured Advisors Mar 2023 - PresentReading, Massachusetts, United StatesTenured Advisors is a boutique, full-service wealth management firm that provides personalized, in-depth financial planning and exceptional client service. With offices in Portsmouth, NH, and Reading, MA, our team specializes in serving Northern New England and the Greater Boston area and has supported these communities for more than a decade. We build lifelong relationships with our clients and their loved ones and care for them as we would our own families. -
Wealth Management AdvisorThe Foundry Financial Group, Inc. Nov 2020 - Mar 2023Durham, New Hampshire, United StatesHelping academics build sustainable, prosperous, impactful financial lives. -
Wealth Management AdvisorTiaa Aug 2007 - Nov 2020Andover, MaCreating and implementing family financial plans for high net worth clients. Coordinating investment management, insurance and long-term care planning and general estate planning. Manage financial planning advisory team. Mentor junior wealth management advisers. -
Managing ConsultantTiaa Jul 2002 - Aug 2007Greater Boston AreaManaged institutional team responsible for the overall client relationship at 6 large (750 million + in AUM) state retirement plans. Coordinated record keeping, marketing outreach and sales strategies. Presented to C-Level executives at annual meetings and was part of sales team for potential large client sales opportunities primarily for hospital, non-profit and state organizations. -
Field ConsultantTiaa Jul 2000 - Jul 2002Greater Boston AreaCreated and delivered seminars to group of 10-125 clients. Provided individual investment counseling. -
Institutional ConsultantTiaa Jul 1998 - Jul 2000San Francisco Bay AreaDeveloped new business and managed existing institutional client book. -
Investment RepresentativeQuick And Reilly Jun 1997 - Jul 1998San Francisco Bay AreaCompleted management trainee program. Worked as branch investment representative.
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Senior Claims AdjusterAig May 1995 - Jun 1997Manchester, NhManaged worker's compensation claims for two self-insured groups; one for ISCC (independent schools and colleges in MA) and one for movers and trucking firms. Presented monthly to board members consisting of business managers, owners etc.
Kevin Flaherty, Cfp® Education Details
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Saint Michael'S CollegeJournalism
Frequently Asked Questions about Kevin Flaherty, Cfp®
What company does Kevin Flaherty, Cfp® work for?
Kevin Flaherty, Cfp® works for Tenured Advisors
What is Kevin Flaherty, Cfp®'s role at the current company?
Kevin Flaherty, Cfp®'s current role is Senior Wealth Management Advisor and Founder at Tenured Advisors.
What schools did Kevin Flaherty, Cfp® attend?
Kevin Flaherty, Cfp® attended Saint Michael's College.
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