Knowledge is the key to success in all of life's decisions. The more you know, the easier it is to make intelligent choices.... Brian Kennedy

CONNECT

Address:

3806 Market Street Suite 1
Camp Hill, PA 17011

Phone:

(717) 774-7080

Fax/Other:

(717) 920-7645

Brian Kennedy , AIF ®,   ChFC ®, CRPC®, CMFC ®, CLTC, LUTCF

Brian Kennedy , AIF ®, ChFC ®, CRPC®, CMFC ®, CLTC, LUTCF

Wealth Planning Advisor and President

“Knowledge is the key to success in all of life’s decisions. The more you know, the easier it is to make intelligent choices. In today’s world, joining forces with someone who understands your dreams, goals and vision is paramount” …. Brian Kennedy

With over 23 years of financial, business, investment, estate and insurance planning experience, Brian Kennedy delivers the high-caliber level of commitment and expertise necessary to create financial planning strategies and translate them into actionable steps to achieve a successful outcome. He values relationships and believes that a successful engagement can only be realized through a shared vision, goals and understanding your core values. 

By collaborating with his clients, Brian assists them in organizing their finances to achieve their goals. Having worked with over 1,000 clients and completed over 500 plans, his breadth of experience enables him to explore multiple scenarios before presenting the appropriate client-tailored options based on individual needs.

Brian understands your desire to grow, protect and preserve your assets to generate the income needed to reach your financial independence with certainty. He recognizes your need to build your business and plan for your future exit. Brian shares your passion for leaving a legacy to your loved ones or charitable interests.

As an active member of the financial, business and estate planning community, Brian is always on the forefront of industry changes and innovations. He holds the designations, certifications and affiliations listed below:

  • Accredited Investment Fiduciary (AIF®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Chartered Mutual Fund Counselor (CMFC®)
  • Certified in Long Term Care (CLTC®)
  • Life Underwriters Training Council Fellow (LUTCF)
  • Financial Planning Association(FPA)
  • Estate Planning Council of Central Pennsylvania(EPCCP)
  • National Association of Estate Planners & Councils (NAEPC)
  • Business Intelligence Institute (BII)
  • The Resource Group (TRG)
  • Sagemark Consulting’s Private Wealth Services
  • Certified Continuing Education Instructor for CE, CPE and CLE

Brian is an instructor of Adult Education at Harrisburg Area Community College, a public speaker and educator at non -profit organizations, local townships,municipalities and is an educator to other advisors in the industry. He has spoken to over 3,000 people over the past 14 years to share the knowledge he has been fortunate to obtain.

 

Additional Information   

Experiences in your life and how you are raised impact your future as an adult. My father passed away when I was 7 and my mother worked very hard to raise me. She was one of 13 children and often reminded me that a strong work ethic , saving money, assisting others in need and having a vision are the foundations to achieving your goals.

In my early teens I had several jobs. In my 20's, I started my financial career which steered me to my true calling; assisting individuals and families in achieving their dreams and visions through life planning.  Fast forward 20 plus years, I am President of an Independent Financial Planning firm with locations in Camp Hill and Hershey, PA. I have lived through the financial and emotional aspects of building a business, and planning for the succession of a business. Additionally, within my family, I have experienced the impact of Long Term Care planning, Alzheimer's, cancer and the unexpected passing of a loved one.

I founded our firm because I wanted to work with people who have similar ideals and beliefs; to put our clients’ financial visions, goals and dreams first and help them in every aspect of their financial decisions. Our team's expertise and desire to assist clients in making informed decisions in  the Financial Planning process,  before implementation of investments and products,  is an important part of our planning. We are people first and advisors second, educating our clients for their successful future.

Achieving your goals may not always be a direct line or path. Reflecting on past experiences and appreciating where you are will inspire you to seek the enjoyment in what lies ahead.  

Let's plan together and create new experiences in your future!

Brian resides in Camp Hill with his wife and son. In his free time,  he enjoys the outdoors, traveling , fishing , working out and being involved in the community and charitable activities.

 

    

                   Brian has been a member of the National Association of Insurance and Financial Professionals ,since 1993. He is also a member of the Financial Planning Association and the Estate Planning Council of Central Pennsylvania ,Inc. He is a Chartered Financial Consultant (ChFC®) .This is the "Advanced Financial Planning" designation conferred by The American College. As a ChFC professional he is qualified to assist individuals, professionals, and small-business owners with comprehensive financial planning, including insurance, retirement planning, investments, and estate planning. The ChFC curriculum provides the most extensive education of the widely recognized financial planning designations, requiring nine courses, each of which is followed by an exam.

Brian is a Chartered Retirement Planning Counselor(CRPC ® )))) ))))) )     )  ) from The College For Financial Planning .The CRPC program is developed with a focus on client-centered problem solving. The study program to become a CRPC is an in-depth cirriculum of the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more. 

Brian's investment qualifications include his designation as Accredited Investment Fiduciary AIF®   a designation from fI360®  Global Fiduciary Insights and is a  Chartered Mutual Fund Counselor(CMFC®),  a designation from The College For Financial Planning. Brian is a Registered Representative and Investment Advisor Representative of Lincoln Financial Advisors Corp. and offers securities in NV, AK, DE, MD, NJ, NY, NC, VA, CO, FL, PA.  He is also insurance-licensed in PA,IN,NJ,NC,VA,FL.

In addition he has been certified by The Corporation for Long Term Care,Inc. as a (CLTC) graduate.   CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.

 Brian is a  Life Underwriting Training Council Fellow (LUTCF)  from The American College. He is currently matriculated with the American College and College of Financial Planning.

He is a member of Sagemark Consulting Private Wealth Services  and the Business Intellegence Institute which are both preeminent groups of financial planners within Lincoln Financial Advisors Corp. who have unparalleled experience in wealth management,business continuity,estate planning,insurance and sophisticated wealth transfer strategies. Brian is also a member of The Resource Group an alliance of top tier professionals within Lincoln Financial Advisors, connected by a common link of membership, camaraderie and caliber. Membership in The Resource Group is by invitation only, and includes the top 200 planners within Lincoln Financial Advisors.

Brian is a qualifying member of the prestigious Million Dollar Round Table*** for 2003, 2004, 2005 and Court of the Table qualifier for 2006,2007,2008 and Top of the Table for 2009, 2010, 2011, 2012, 2013 and 2014.

Brian is an approved CPE(Continuing Professional Education) instructor through Lincoln Financial Advisors Corporation by the National Association of State Boards of Accountancy - NASBA to instruct courses for CPA's,in the state of Pennsylvania,to assist them in meeting their requirements for continuing education.

Tax and legal advice are not provided by Kennedy-Catalano Advisors Key Financial Group  LLC, KCA Wealth Management LLC or its associates.  Please consult with your personal attorney or CPA to assess how a strategy may affect your individual situation.

Use of the AIF designation does not necessarily indicate that Lincoln Financial Advisors Corp. or its Investment Advisor Representatives are acting in fiduciary capacity for an ERISA plan.

 ***Membership is based on sales criteria.
 

 

 

 

 

 

 

 

 

 

 

 

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Phone 717-774-7080
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck