Financial Advisors & Investment

Financial Advisors & Investment

Kevin Kennedy, LLC

Alameda’s Wealth Management Specialist

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We then form key strategic alliances to manage your plan and help you reach your life goals and financial objectives.

You have worked hard to accumulate your assets, and we work hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, we always put your interests first and strive for excellence in every facet of our practice.

You will benefit from working with us if you:

Are committed to achieving success for you and your family
Lack the time to manage your financial affairs on a daily basis
Want to simplify your life and build a relationship with an experienced professional
Value the financial security of having a partner in managing your wealth
Seek comprehensive advice on all of your investable assets

Kevin Kennedy LLC works with your legal and tax advisors to coordinate your overall financial life while managing your investments. We get to know you well so that we can provide the big-picture oversight that you need to succeed. We are committed to providing you:

Personalized service
Commitment to your success
Expertise and experience
Comprehensive wealth management services
Independent, objective advice and solutions
A close partnership

Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions, and manage your financial plan. Let Kevin Kennedy LLC be your partner in achieving long-term financial success and peace of mind.

http://www.KevinKeddedyLLC.com
1516 Oak Street
Alameda, CA 94501
510-748-1898
510-748-1896
Kevin Kennedy
kevin@kevinkennedyllc.com
M K McDonough Financial & Insurance Services

M K McDonough Financial & Insurance Services brings a depth of experience and expertise not found in many boutique financial services companies. For over 25 years we have helped business owners, executives and their families develop financial solutions that address their investment, insurance and retirement objectives.

Our industry affiliations allow us to provide you with the resources of global financial services leaders along with the superior service of a community based organization.  Supported by our team of CPA’s, attorneys and advanced financial solution specialists, Alameda Insurance Center has the expertise to provide you with comprehensive financial strategies utilized by the most successful business leaders.

mkmfinancial.com
1070 Marina Village Pkwy
Alameda, CA 94501
510-995-8850
510-865-8266
Michael McDonough
mcdonough.michael@principal.com
Michael McDonough – Principal Financial Group

The Principal Financial Group®. Helping individuals, families, and businesses with their financial goals since 1879.

http://www.michaelkmcdonough.com
1070 Marina Village Parkway, Suite 101-B
Alameda, CA 94501
510-995-8850
510-865-8266
Michael McDonough
mcdonough.michael@principal.com
Pacific Asset Management Group

Pacific Asset Management Group specializes in financial planning and managing investment portfolios.  We handcraft customized investment solutions and help clients set benchmarks, track their progress and effectively reach their long term goals.

www:pacificassetmgmt.com
1070 Marina Village Parkway, Suite 202-E
Alameda, California 94501
800-344-7060
Aaron Phillips
aphillips@pacificassetmgmt.com
Shum Financial Group

Cliff  Shum is a financial professional currently employed by Girard Securities, Inc. in Alameda, California with over 15 years of experience. Cliff is registered as a Broker-Dealer Agent and Investment Advisory Rep and is able to buy/sell securities and is authorized to give investment advice to clients.
As a Certified Financial Planner or CFP, Cliff has taken extensive exams in financial planning, taxes, insurance, estate planning, and retirement. CFP professionals are also required to complete continuing education programs each year to maintain their certification status.

http://
1402 Park Street, Suite E
Alameda, CA 94501
510-748-7462
510-769-4990
Wellguard Insurance & Financial

Wellguard Insurance & Financial is an Alameda owned and operated insurance agency specializing in Fixed Annuities, Life Insurance and Long-Term Care Planning. We are partnered with an array of unique insurance carriers to customize a solution to your specific needs.

https://www.wellguardfinancial.com/
1516 Oak Street, Suite 218
Alameda, CA 94501
510-749-6759
510-749-7031
Todd Wellnitz, CLTC, MDRT
Todd@wellguardfinancial.com