Kevin has lived his entire life in the Central NY region. The financial planning business, Planned Results, Inc., was co-founded by Kevin in 1979...placing an emphasis of providing clientele with independent financial planning. In 1983, Kevin affiliated with Raymond James. Raymond James has been a great alliance since they are geared to working with independent consultants.
Kevin is a graduate of St. Lawrence University ('72) and has various security licenses along with a CERTIFIED FINANCIAL PLANNER™ certification. He has been married to Lynda (Molta) since 1981 and has three children (Shawn, Tara and Lauren).
Kevin is involved with a number of non-profit organizations and has devoted significant energies in developing the local Dollars for Scholars chapter at the Solvay High School.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.