Mark Kennedy, Financial Advisor
Financial advisor Mark Kennedy serves as President and founder of Kennedy Financial & Insurance Services, Inc. and Kennedy Wealth Management LLC, a Registered Investment Advisor. Mark Kennedy’s firms are located in Calabasas and the southwestern San Fernando Valley area of California. Mark Kennedy routinely provides workshops and seminars in his various areas of specialty. Media personnel frequently request him as a guest speaker on topics including pension planning, estate planning, charitable giving and gift planning, IRAs and 401ks, and tax deductions. Mark Kennedy is adept at assisting clients in developing the best strategies for retirement to ensure they have adequate income for life. He advises on how to safely handle savings and provides options for life insurance and long term care coverage. A U.S. Air Force veteran, Mark Kennedy first studied in Colorado at the U.S. Air Force Academy, one of the nation’s top military academies. He then pursued a degree in Business and Economics at the University of California, Riverside. Advancing his qualifications, Mark Kennedy trained with the Society of Certified Senior Advisors. Through quality work and service to clients, Mr. Kennedy was invited as a multi-year member of the Million Dollar Round Table and, additionally, he qualified for the Top of the Table, a status that recognizes only the top one percent of financial experts in the world. Currently licensed as a Series 65 Registered Investment Advisor, Mark Kennedy also holds life and health insurance licenses in the state of California. Mr. Kennedy also maintains membership in the Los Angeles Association of Insurance and Financial Advisors, a local chapter of the National Association of Insurance and Financial Advisors. He lives in San Fernando Valley and supports numerous charitable organizations through financial donations, specifically the Wheelchair Foundation.
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