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.
1516 Oak Street
Alameda, CA 94501
Kevin Kennedy
Michael McDonough – Principal Financial Group

The Principal Financial Group®. Helping individuals, families, and businesses with their financial goals since 1879.
1070 Marina Village Parkway, Suite 101-B
Alameda, CA 94501
Michael McDonough
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.
1070 Marina Village Parkway, Suite 202-E
Alameda, California 94501
Aaron Phillips
SGC Financial and Insurance Services

Looking for Sound Advice and Personalized Solutions from Experienced and Knowledgeable Professionals?

Today, more than ever before, clients are searching for independent advice to assist them in the pursuit of their hopes and dreams in a constantly changing financial market place. While the need has never been stronger, the solutions have never seemed more blurred and unattainable. Clients are often left to wonder whose needs are being served by the “cookie-cutter” approach to which they have been subjected.

To Whom Can You Turn for Comprehensive Coordination of Your Complex Financial Needs?

SGC has provided personalized solutions for individuals and business owners since 1950. As an independently owned and operated firm, our advisors have no requirement to represent proprietary solutions or products. This independence allows us to keep intense focus on assisting our clients achieve their personalized goals and financial aspirations, as opposed to meeting specific product sales quotas.

SGC Financial and Insurance Services is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the advice and expertise of some of the best financial professionals in the industry.

Headquartered in San Mateo, CA, SGC Financial and Insurance Services is firmly committed to providing you with:

Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with the best strategies to help you meeting you financial needs.

Proven strategies and quality products: We use a proven, one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to your needs.

Exceptional service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the best interests of our clients.
2-3 Waters Park Drive, Suite 115
San Mateo, California 94403
Deborah Wright
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.

1402 Park Street, Suite E
Alameda, CA 94501
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.
1516 Oak Street, Suite 218
Alameda, CA 94501
Todd Wellnitz, CLTC, MDRT
Wild Women Designs

Deborah Wright, owner of Wild Women Designs, was the first female apprentice upholsterer in the State of California. During her apprenticeship, she studied under several local “old world” craftsmen throughout the San Francisco Bay Area. Deborah received her certification as a furniture upholsterer in 1975, and has been designing and manufacturing soft goods in residential, commercial and marine industries ever since. She also holds a Bachelor’s degree in Business Administration from St. Mary’s College and is listed in Who’s Who in California, for excellence in business.

Deborah’s love for water and boating comes from her father who served with the United States Coast Guard as the lighthouse keeper at Piedras Blancas during the 1950’s. She has lived on boats for nearly thirty years and has devoted her career to creating boat environments that reflect the coziness, comfort, and function of home.

2900 Main Street, Suite 67
Alameda, CA 94501
Deborah Wright