Kevin Krym

CFP®
CERTIFIED FINANCIAL PLANNER
Registered Principal

Kevin Krym, CFP®, is a Raymond James Registered Principal, Registered Investment Advisor Representative and partner of the Livonia, MI office. With over 18 years of experience in financial management, Mr. Krym has committed himself to providing the very highest quality service and investment advice to his clients.

Mr. Krym received a BSBA degree while attending Central Michigan University, 1990, focused in economics and finance. In the spring of 2011 he successfully completed a two year program through Boston University earning a certificate in financial planning. He also successfully passed the July 21-22, 2011 CFP®certification exam.

In 2004 he completed Portfolio Concept Inc.’s, Preferred Portfolio Management course, an industry standard designed to test proficiency in portfolio management strategies, and as a prerequisite by many financial firms when admitting a select few into discretionary portfolio management programs.

In addition, he is a candidate in the graduate level Charted Financial Analyst program where candidates’ dedicate 2-5 years on average to strive to earn the Chartered Financial Analyst, CFA designation. Charter holders are recognized worldwide to possess proficient knowledge in the area of financial analysis and portfolio management.

Mr. Krym began his career as a financial advisor at PaineWebber in 1992 which eventually became part of UBS Financial Services. After ten years there he made the move to Raymond James after identifying the firm as a company he felt would be more in tune with the individual needs of his clients.

In addition, Mr. Krym has been on faculty at Schoolcraft Community Collage within its continuing education program utilizing his expertise to educate others. Today, he continues to host public events on various financial planning and investment topics.

Mr. Krym lives a passion for investing but he has a fundamental belief that financial success is more than just good investment ideas. “Financial Success is a comprehensive game plan linking many aspects of financial management together to create a cohesive financial plan across the spectrum of different financial expertise including; portfolio management, tax planning, insurance planning and the array of issues created by financial success requiring solid estate planning to preserve all the hard efforts.”

“I am focused on the needs of financially successful individuals, their families and businesses and provide the focused commitment of a small boutique financial planning office backed by the depth of resources though a premier financial institution.”

In his free time, he is involved in the Scouts with his son as the current den leader, and enjoys many interests including; fitness, snow skiing, cooking, wine tasting, travel, Harley Davidson motorcycles, and reading history books.

 


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.