Kevin Flaherty, Cfp®

Kevin Flaherty, Cfp® Email and Phone Number

Senior Wealth Management Advisor and Founder at Tenured Advisors @ Tenured Advisors
Reading, MA, US
Kevin Flaherty, Cfp®'s Location
Reading, Massachusetts, United States, United States
About Kevin Flaherty, Cfp®

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.

Kevin Flaherty, Cfp®'s Current Company Details
Tenured Advisors

Tenured Advisors

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Senior Wealth Management Advisor and Founder at Tenured Advisors
Reading, MA, US
Kevin Flaherty, Cfp® Work Experience Details
  • Tenured Advisors
    Senior Wealth Management Advisor And Founder At Tenured Advisors
    Tenured Advisors
    Reading, Ma, Us
  • Tenured Advisors
    Senior Wealth Management Advisor/Founder At Tenured Advisors
    Tenured Advisors Mar 2023 - Present
    Reading, Massachusetts, United States
    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.
  • The Foundry Financial Group, Inc.
    Wealth Management Advisor
    The Foundry Financial Group, Inc. Nov 2020 - Mar 2023
    Durham, New Hampshire, United States
    Helping academics build sustainable, prosperous, impactful financial lives.
  • Tiaa
    Wealth Management Advisor
    Tiaa Aug 2007 - Nov 2020
    Andover, Ma
    Creating 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.
  • Tiaa
    Managing Consultant
    Tiaa Jul 2002 - Aug 2007
    Greater Boston Area
    Managed 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.
  • Tiaa
    Field Consultant
    Tiaa Jul 2000 - Jul 2002
    Greater Boston Area
    Created and delivered seminars to group of 10-125 clients. Provided individual investment counseling.
  • Tiaa
    Institutional Consultant
    Tiaa Jul 1998 - Jul 2000
    San Francisco Bay Area
    Developed new business and managed existing institutional client book.
  • Quick And Reilly
    Investment Representative
    Quick And Reilly Jun 1997 - Jul 1998
    San Francisco Bay Area
    Completed management trainee program. Worked as branch investment representative.
  • Aig
    Senior Claims Adjuster
    Aig May 1995 - Jun 1997
    Manchester, Nh
    Managed 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

  • Saint Michael'S College
    Saint Michael'S College
    Journalism

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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